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 RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,009 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,412 | $106,028-36.4% | $146,958-54.1% | $77,643-13.2% |
| Participation rate | 61.4% | 78.4%-17.0pp | 82.2%-20.8pp | 70.6%-9.2pp |
| Annual return | 16.14% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $2,841 | $4,063-30.1% | $4,933-42.4% | $2,726+4.2% |
| Participant deferral / active EE | $7,165 | $7,990-10.3% | $8,070-11.2% | $4,647+54.2% |
| Admin fee / account holder | $201 | $337-40.3% | $12,998-98.5% | $430-53.2% |