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 6-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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $36,528 |
LPL FINANCIAL3 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $18,078 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,832 | $50,815-74.7% | $155,509-91.7% | $77,643-83.5% |
| Participation rate | 96.7% | 63.1%+33.6pp | 78.2%+18.6pp | 70.6%+26.2pp |
| Annual return | 12.99% | 34.80%-21.8pp | 64.67%-51.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,093 | $1,993-45.2% | $4,672-76.6% | $2,726-59.9% |
| Participant deferral / active EE | $1,103 | $2,822-60.9% | $5,626-80.4% | $4,647-76.3% |
| Admin fee / account holder | $113 | $437-74.1% | $15,912-99.3% | $430-73.7% |