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 52 · EIN 04-1590850 | Indirect Investment Fees | $29,932 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,003 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $5,403 |
Service code 13 · EIN 95-3654973 16030 VENTURA BLVD, STE 320 · ENCINO, CA 91436 | Contract Administrator | $1,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,880 | $65,376+5.4% | $87,100-20.9% | $65,185+5.7% |
| Participation rate | 72.2% | 75.3%-3.2pp | 76.9%-4.7pp | 70.2%+2.0pp |
| Annual return | 22.62% | 31.27%-8.7pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,139 | $3,388-36.9% | $4,049-47.2% | $3,514-39.1% |
| Admin fee / account holder | $393 | $520-24.4% | $7,497-94.8% | $847-53.6% |