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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,004 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,812 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,637 | $47,722+48.0% | $82,719-14.6% | $64,808+9.0% |
| Participation rate | 70.5% | 67.6%+2.9pp | 72.6%-2.0pp | 71.5%-0.9pp |
| Annual return | -16.47% | -13.05%-3.4pp | 701.18%-717.6pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,343 | $2,179+7.5% | $3,009-22.1% | $2,506-6.5% |
| Participant deferral / active EE | $5,099 | $3,329+53.2% | $4,395+16.0% | $4,310+18.3% |
| Admin fee / account holder | $297 | $143+107.8% | $5,329-94.4% | $188+58.1% |