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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $16,812 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,275 |
RANDALL & HURLEY, INC.1 year Filed as: RANDALL & HURLEY Service code 16 · EIN 91-1661080 | Consulting | $1,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $73,809 | $65,561+12.6% | $86,188-14.4% | $75,163-1.8% |
| Participation rate | 79.2% | 60.5%+18.7pp | 69.0%+10.2pp | 67.2%+12.0pp |
| Annual return | 19.00% | 46.05%-27.1pp | 1168.45%-1149.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,085 | $1,553-30.1% | $2,380-54.4% | $2,670-59.4% |
| Participant deferral / active EE | $3,172 | $3,024+4.9% | $3,985-20.4% | $4,125-23.1% |
| Admin fee / account holder | $351 | $5,474-93.6% | $6,852-94.9% | $5,651-93.8% |