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 9-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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $25,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,317 | $80,724-52.5% | $103,333-62.9% | $74,495-48.6% |
| Participation rate | 62.1% | 65.7%-3.6pp | 74.5%-12.4pp | 67.2%-5.1pp |
| Annual return | 13.76% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,605 | $3,157-49.2% | $3,868-58.5% | $2,623-38.8% |
| Participant deferral / active EE | $2,743 | $3,860-28.9% | $5,057-45.8% | $4,346-36.9% |
| Admin fee / account holder | $368 | $2,368-84.5% | $8,355-95.6% | $1,942-81.1% |