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 10-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 | $58,543 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $41,464 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,485 | $86,897-51.1% | $151,611-72.0% | $64,808-34.4% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.5%+11.2pp | 71.5%+27.2pp |
| Annual return | -13.52% | -3.57%-10.0pp | 3.33%-16.8pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,020 | $4,010-49.6% | $6,166-67.2% | $2,506-19.4% |
| Participant deferral / active EE | $6,169 | $6,690-7.8% | $8,363-26.2% | $4,310+43.1% |
| Admin fee / account holder | $305 | $153+99.3% | $11,616-97.4% | $188+62.4% |