See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,474 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,368 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,030 | $70,908+42.5% | $98,907+2.1% | $73,488+37.5% |
| Participation rate | 95.9% | 73.8%+22.1pp | 76.0%+19.9pp | 70.7%+25.2pp |
| Annual return | 19.07% | 34.17%-15.1pp | 196.43%-177.4pp | 28.51%-9.4pp |
| Employer contribution / active EE | $3,585 | $2,036+76.1% | $2,689+33.3% | $2,270+57.9% |
| Participant deferral / active EE | $11,834 | $3,500+238.1% | $4,244+178.8% | $3,740+216.4% |
| Admin fee / account holder | $314 | $535-41.4% | $6,642-95.3% | $513-38.9% |