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 FINANCIAL6 years Service code 99 · EIN 04-3046611 | Other Fees | $25,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,304 | $52,208-72.6% | $86,612-83.5% | $74,419-80.8% |
| Participation rate | 54.0% | 66.3%-12.3pp | 71.7%-17.7pp | 70.7%-16.7pp |
| Annual return | 20.44% | 44.46%-24.0pp | 591.07%-570.6pp | 34.38%-13.9pp |
| Employer contribution / active EE | $231 | $2,282-89.9% | $3,022-92.3% | $2,637-91.2% |
| Participant deferral / active EE | $973 | $3,383-71.2% | $4,438-78.1% | $4,528-78.5% |
| Admin fee / account holder | $9 | $319-97.3% | $5,614-99.8% | $348-97.5% |