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 5-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 13 · EIN 42-0127290 | Contract Administrator | $137,382 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $33,683 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,281 | $99,078-14.9% | $96,544-12.7% | $74,419+13.3% |
| Participation rate | 74.6% | 80.7%-6.1pp | 76.0%-1.4pp | 70.7%+3.9pp |
| Annual return | 139.09% | 22.48%+116.6pp | 25.84%+113.2pp | 34.38%+104.7pp |
| Employer contribution / active EE | $4,457 | $2,570+73.4% | $2,965+50.3% | $2,637+69.0% |
| Participant deferral / active EE | $4,087 | $4,933-17.2% | $4,851-15.8% | $4,528-9.7% |
| Admin fee / account holder | $244 | $225+8.6% | $8,252-97.0% | $348-29.8% |