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 37 · EIN 04-2647786 | Loan Processing | $35,571 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,025 | $86,225-16.5% | $146,665-50.9% | $86,799-17.0% |
| Participation rate | 68.1% | 78.0%-9.9pp | 80.1%-12.0pp | 72.3%-4.2pp |
| Annual return | 12.95% | 31.23%-18.3pp | 22.74%-9.8pp | 97.91%-85.0pp |
| Employer contribution / active EE | $898 | $2,392-62.4% | $4,136-78.3% | $2,405-62.6% |
| Participant deferral / active EE | $3,437 | $4,245-19.0% | $5,506-37.6% | $4,131-16.8% |
| Admin fee / account holder | $335 | $195+71.7% | $10,280-96.7% | $170+97.8% |