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 5-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 71-0294708 | Advisory (Participants) | $30,550 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $8,918 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,214 | $129,021-88.2% | $184,203-91.7% | $77,643-80.4% |
| Participation rate | 88.0% | 87.3%+0.7pp | 86.8%+1.2pp | 70.6%+17.5pp |
| Annual return | 20.33% | 33.27%-12.9pp | 28.81%-8.5pp | 31.24%-10.9pp |
| Employer contribution / active EE | $1,694 | $4,413-61.6% | $6,427-73.6% | $2,726-37.9% |
| Participant deferral / active EE | $5,411 | $7,297-25.9% | $9,131-40.7% | $4,647+16.4% |
| Admin fee / account holder | $69 | $254-72.8% | $13,901-99.5% | $430-84.0% |