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 | Participant loan processing; Sales lo... | $122,571 |
LPL FINANCIAL5 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
NATIONAL FINANCIAL SERVICES4 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 | $117,978 | $72,254+63.3% | $86,677+36.1% | $64,808+82.0% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.7pp | 71.5%+27.8pp |
| Annual return | -12.85% | 392.42%-405.3pp | 35.91%-48.8pp | 32.82%-45.7pp |
| Employer contribution / active EE | $5,126 | $2,393+114.2% | $2,836+80.7% | $2,506+104.6% |
| Participant deferral / active EE | $6,106 | $4,658+31.1% | $4,656+31.1% | $4,310+41.7% |
| Admin fee / account holder | $305 | $174+75.3% | $7,493-95.9% | $188+62.4% |