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 | $21,459 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,305 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,998 | $81,900-32.8% | $119,609-54.0% | $68,494-19.7% |
| Participation rate | 81.9% | 71.9%+10.0pp | 79.3%+2.7pp | 67.9%+14.0pp |
| Annual return | -16.77% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,701 | $2,693-36.9% | $4,232-59.8% | $2,596-34.5% |
| Participant deferral / active EE | $1,759 | $4,148-57.6% | $5,602-68.6% | $4,027-56.3% |
| Admin fee / account holder | $358 | $6,582-94.6% | $10,323-96.5% | $5,403-93.4% |