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 FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES, INC. USA Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
Employer 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,691 | $104,475-57.2% | $159,436-72.0% | $79,386-43.7% |
| Participation rate | 76.7% | 76.6%+0.1pp | 82.8%-6.1pp | 70.7%+6.0pp |
| Annual return | 16.09% | 67.95%-51.9pp | 263.57%-247.5pp | 116.85%-100.8pp |
| Employer contribution / active EE | $565 | $3,417-83.5% | $4,829-88.3% | $2,427-76.7% |
| Participant deferral / active EE | $5,368 | $6,467-17.0% | $7,352-27.0% | $4,046+32.7% |
| Admin fee / account holder | $323 | $711-54.6% | $10,799-97.0% | $626-48.4% |