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 | Distribution (12b-1) fees; Finders' f... | $130,076 |
LPL FINANCIAL6 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $128,794 | $99,078+30.0% | $96,544+33.4% | $74,419+73.1% |
| Participation rate | 93.2% | 80.7%+12.6pp | 76.0%+17.3pp | 70.7%+22.5pp |
| Annual return | 14.93% | 22.48%-7.6pp | 25.84%-10.9pp | 34.38%-19.4pp |
| Employer contribution / active EE | $5,073 | $2,570+97.4% | $2,965+71.1% | $2,637+92.3% |
| Participant deferral / active EE | $5,834 | $4,933+18.3% | $4,851+20.3% | $4,528+28.8% |
| Admin fee / account holder | $301 | $225+34.0% | $8,252-96.4% | $348-13.4% |