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 9-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 FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $41,972 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,637 |
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 | $56,584 | $50,982+11.0% | $154,803-63.4% | $85,563-33.9% |
| Participation rate | 59.0% | 59.8%-0.7pp | 78.1%-19.0pp | 66.0%-6.9pp |
| Annual return | 19.22% | 30.35%-11.1pp | 58.88%-39.7pp | 31.51%-12.3pp |
| Employer contribution / active EE | $1,748 | $1,708+2.3% | $4,305-59.4% | $2,654-34.1% |
| Participant deferral / active EE | $1,866 | $2,474-24.6% | $5,540-66.3% | $4,375-57.4% |
| Admin fee / account holder | $163 | $846-80.7% | $14,329-98.9% | $834-80.4% |