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 | $72,076 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC RPCP Service code 27 | Advisory (Plan) | $32,397 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 | Contract Administrator | $21,236 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
LPL FINANCIAL6 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,495 | $46,292-23.3% | $143,757-75.3% | $64,808-45.2% |
| Participation rate | 57.5% | 64.2%-6.7pp | 80.3%-22.8pp | 71.5%-14.0pp |
| Annual return | -12.23% | -10.05%-2.2pp | -0.04%-12.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $1,405 | $1,910-26.4% | $4,951-71.6% | $2,506-43.9% |
| Participant deferral / active EE | $1,879 | $2,646-29.0% | $5,637-66.7% | $4,310-56.4% |
| Admin fee / account holder | $193 | $154+25.8% | $14,673-98.7% | $188+3.0% |