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 |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $25,132 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,534 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $132,117 | $63,924+106.7% | $108,579+21.7% | $55,167+139.5% |
| Participation rate | 81.4% | 74.3%+7.1pp | 79.6%+1.8pp | 69.0%+12.4pp |
| Annual return | 8.68% | 15.31%-6.6pp | -51.70%+60.4pp | 169.23%-160.5pp |
| Employer contribution / active EE | $3,440 | $1,879+83.1% | $3,758-8.5% | $1,963+75.3% |
| Participant deferral / active EE | $10,537 | $3,067+243.6% | $4,311+144.4% | $3,054+245.0% |
| Admin fee / account holder | $413 | $618-33.2% | $7,645-94.6% | $504-18.1% |