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 9-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 37 · EIN 04-2647786 | Loan Processing | $18,255 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,523 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,837 | $91,552-39.0% | $133,956-58.3% | $79,858-30.1% |
| Participation rate | 83.1% | 73.3%+9.8pp | 79.8%+3.3pp | 69.6%+13.5pp |
| Annual return | 4.85% | 61.85%-57.0pp | 45.09%-40.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,636 | $2,384-31.4% | $3,919-58.3% | $2,471-33.8% |
| Participant deferral / active EE | $1,420 | $3,733-62.0% | $5,048-71.9% | $3,740-62.0% |
| Admin fee / account holder | $304 | $6,321-95.2% | $8,927-96.6% | $5,306-94.3% |