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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,389 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $44,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,770 | $81,908+12.0% | $90,749+1.1% | $64,808+41.6% |
| Participation rate | 64.2% | 80.5%-16.3pp | 75.7%-11.5pp | 71.5%-7.3pp |
| Annual return | -13.87% | -12.53%-1.3pp | -12.16%-1.7pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,355 | $3,065-55.8% | $2,921-53.6% | $2,506-45.9% |
| Participant deferral / active EE | $4,977 | $4,840+2.8% | $4,564+9.0% | $4,310+15.5% |
| Admin fee / account holder | $191 | $157+21.3% | $8,445-97.7% | $188+1.5% |