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 4-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 26 · EIN 45-3686413 2400 LAKEVIEW PARKWAY, SUITE 500 · ALPHARETTA, GA 30009 | Advisory (Participants) | $36,201 |
LPL FINANCIAL1 year Service code 26 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 021091827 | Advisory (Participants) | $6,577 |
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 | $135,700 | $81,460+66.6% | $103,333+31.3% | $80,856+67.8% |
| Participation rate | 97.7% | 66.8%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 18.47% | 25.55%-7.1pp | 24.88%-6.4pp | 35.59%-17.1pp |
| Employer contribution / active EE | $4,360 | $3,105+40.4% | $3,868+12.7% | $2,755+58.3% |
| Participant deferral / active EE | $14,474 | $3,869+274.1% | $5,057+186.2% | $4,296+236.9% |
| Admin fee / account holder | $643 | $6,566-90.2% | $8,355-92.3% | $6,918-90.7% |