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) | $28,664 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $20,473 |
RKL LLP5 years Service code 10 · EIN 23-2108173 | Accounting | $13,165 |
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 | $52,839 | $57,739-8.5% | $112,229-52.9% | $74,419-29.0% |
| Participation rate | 59.6% | 55.6%+4.0pp | 72.4%-12.8pp | 70.7%-11.1pp |
| Annual return | 19.13% | 19.52%-0.4pp | 30.20%-11.1pp | 34.38%-15.3pp |
| Employer contribution / active EE | $2,451 | $1,675+46.3% | $3,430-28.5% | $2,637-7.1% |
| Participant deferral / active EE | $1,167 | $2,891-59.6% | $4,798-75.7% | $4,528-74.2% |
| Admin fee / account holder | $290 | $462-37.2% | $7,748-96.3% | $348-16.6% |