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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $6,877 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,768 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,512 | $110,094+83.9% | $151,611+33.6% | $68,494+195.7% |
| Participation rate | 86.5% | 84.0%+2.5pp | 87.5%-1.0pp | 67.9%+18.6pp |
| Annual return | -22.40% | -10.12%-12.3pp | 3.33%-25.7pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,974 | $4,471-55.8% | $6,166-68.0% | $2,596-24.0% |
| Participant deferral / active EE | $8,386 | $6,527+28.5% | $8,363+0.3% | $4,027+108.2% |
| Admin fee / account holder | -$148 | $7,719-101.9% | $11,616-101.3% | $5,403-102.7% |