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 |
|---|---|---|
LINDBROOK CAPITAL, LLC3 years Filed as: LINDBROOK CAPITAL LLC Service code 27 · EIN 27-5181934 | Advisory (Plan) | $38,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,262 | $101,317-18.8% | $146,958-44.0% | $74,495+10.4% |
| Participation rate | 71.7% | 75.5%-3.8pp | 82.2%-10.5pp | 67.2%+4.5pp |
| Annual return | 14.27% | 8730.91%-8716.6pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,072 | $3,810-45.6% | $4,933-58.0% | $2,623-21.0% |
| Participant deferral / active EE | $7,366 | $7,303+0.9% | $8,070-8.7% | $4,346+69.5% |
| Admin fee / account holder | $376 | $1,739-78.4% | $12,998-97.1% | $1,942-80.6% |