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 | $134,652 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS, INC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,270 |
LPL FINANCIAL3 years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $8,821 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,742 | $88,890-4.7% | $102,423-17.3% | $77,643+9.1% |
| Participation rate | 75.3% | 80.9%-5.6pp | 76.5%-1.2pp | 70.6%+4.7pp |
| Annual return | 12.93% | 24.98%-12.1pp | 29.32%-16.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,409 | $2,698-10.7% | $3,023-20.3% | $2,726-11.6% |
| Participant deferral / active EE | $4,275 | $5,145-16.9% | $5,053-15.4% | $4,647-8.0% |
| Admin fee / account holder | $253 | $235+7.6% | $9,451-97.3% | $430-41.1% |