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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $128,161 |
LPL FINANCIAL4 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,500 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,338 | $185,342-23.2% | $111,297+27.9% | $86,799+64.0% |
| Participation rate | 99.0% | 81.0%+18.0pp | 77.3%+21.7pp | 72.3%+26.7pp |
| Annual return | 12.65% | 500.80%-488.2pp | 54.65%-42.0pp | 97.91%-85.3pp |
| Employer contribution / active EE | $5,287 | $2,246+135.4% | $2,731+93.6% | $2,405+119.8% |
| Participant deferral / active EE | $5,870 | $4,458+31.7% | $4,487+30.8% | $4,131+42.1% |
| Admin fee / account holder | $313 | $255+22.6% | $7,964-96.1% | $170+84.7% |