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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MGM Service code 27 · EIN 27-0435466 | Advisory (Plan) | $25,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,080 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $8,750 |
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 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 | $80,120 | $77,813+3.0% | $123,544-35.1% | $64,186+24.8% |
| Participation rate | 72.5% | 74.7%-2.2pp | 82.3%-9.8pp | 69.6%+3.0pp |
| Annual return | -47.25% | 12.48%-59.7pp | 119.20%-166.4pp | 7.63%-54.9pp |
| Employer contribution / active EE | $4,535 | $3,014+50.5% | $4,628-2.0% | $2,381+90.5% |
| Participant deferral / active EE | $9,801 | $5,240+87.1% | $6,426+52.5% | $3,470+182.5% |
| Admin fee / account holder | $392 | $5,519-92.9% | $9,284-95.8% | $4,888-92.0% |