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 | $63,311 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $42,718 |
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 | $97,475 | $84,784+15.0% | $98,439-1.0% | $74,419+31.0% |
| Participation rate | 68.8% | 81.5%-12.7pp | 75.2%-6.3pp | 70.7%-1.9pp |
| Annual return | 17.01% | 20.59%-3.6pp | 21.16%-4.2pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,561 | $3,364-23.9% | $3,048-16.0% | $2,637-2.9% |
| Participant deferral / active EE | $5,837 | $5,218+11.9% | $4,738+23.2% | $4,528+28.9% |
| Admin fee / account holder | $135 | $204-34.1% | $8,948-98.5% | $348-61.3% |