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 · EIN 95-2834236 1055 LPL WAY · FORT MILLS, SC 29715 | Advisory (Plan) | $6,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,403,767 | $84,936+12148.9% | $111,297+9247.7% | $79,386+13005.2% |
| Participation rate | 0.0% | 75.9%-75.9pp | 77.3%-77.3pp | 70.7%-70.7pp |
| Annual return | 11.14% | 17.45%-6.3pp | 54.65%-43.5pp | 116.85%-105.7pp |
| Employer contribution / active EE | $16,309 | $1,979+724.1% | $2,731+497.2% | $2,427+571.9% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2,007 | $537+273.7% | $7,964-74.8% | $626+220.4% |