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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,875 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,376 |
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 | $73,010 | $52,208+39.8% | $86,612-15.7% | $74,419-1.9% |
| Participation rate | 81.4% | 66.3%+15.1pp | 71.7%+9.7pp | 70.7%+10.7pp |
| Annual return | 17.41% | 44.46%-27.1pp | 591.07%-573.7pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,635 | $2,282+15.5% | $3,022-12.8% | $2,637-0.1% |
| Participant deferral / active EE | $5,452 | $3,383+61.2% | $4,438+22.9% | $4,528+20.4% |
| Admin fee / account holder | $259 | $319-18.6% | $5,614-95.4% | $348-25.4% |