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 15 · EIN 35-0145825 | Recordkeeping | $19,669 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $13,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,990 | $46,292-39.5% | $143,757-80.5% | $64,808-56.8% |
| Participation rate | 35.2% | 64.2%-29.0pp | 80.3%-45.1pp | 71.5%-36.2pp |
| Annual return | -17.36% | -10.05%-7.3pp | -0.04%-17.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $363 | $1,910-81.0% | $4,951-92.7% | $2,506-85.5% |
| Participant deferral / active EE | $950 | $2,646-64.1% | $5,637-83.2% | $4,310-78.0% |
| Admin fee / account holder | $96 | $154-37.4% | $14,673-99.3% | $188-48.8% |