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 | $65,415 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC RPCP Service code 27 | Advisory (Plan) | $27,477 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 13 · EIN 91-1463664 | Contract Administrator | $7,284 |
Filed as: PANAGIOTU PENSION ADVISORS LLC Service code 13 | Contract Administrator | $6,208 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,662 | $52,293+42.8% | $178,490-58.2% | $73,409+1.7% |
| Participation rate | 5.7% | 65.3%-59.6pp | 81.9%-76.2pp | 72.2%-66.4pp |
| Annual return | 10.81% | 34.75%-23.9pp | 151.07%-140.3pp | 59.29%-48.5pp |
| Employer contribution / active EE | $2,097 | $1,735+20.8% | $5,011-58.2% | $2,234-6.1% |
| Participant deferral / active EE | $2,271 | $2,332-2.6% | $5,202-56.3% | $3,805-40.3% |
| Admin fee / account holder | $336 | $127+164.1% | $13,984-97.6% | $158+113.0% |