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 | $75,255 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC RPCP Service code 27 | Advisory (Plan) | $31,665 |
DEFINITI LLC3 years Service code 13 · EIN 85-0833363 | Contract Administrator | $15,328 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
LPL FINANCIAL7 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,317 | $47,126-25.1% | $149,673-76.4% | $74,419-52.5% |
| Participation rate | 60.4% | 63.4%-3.0pp | 78.8%-18.4pp | 70.7%-10.4pp |
| Annual return | 15.23% | 22.75%-7.5pp | 134.42%-119.2pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,495 | $1,905-21.5% | $4,818-69.0% | $2,637-43.3% |
| Participant deferral / active EE | $1,933 | $2,728-29.2% | $5,680-66.0% | $4,528-57.3% |
| Admin fee / account holder | $161 | $343-52.9% | $13,210-98.8% | $348-53.6% |