Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,997 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,656 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,348 | $92,090-41.0% | $106,201-48.8% | $77,671-30.0% |
| Participation rate | 64.9% | 81.0%-16.2pp | 75.3%-10.4pp | 70.6%-5.7pp |
| Annual return | 14.17% | 17.89%-3.7pp | 116.26%-102.1pp | 31.21%-17.0pp |
| Employer contribution / active EE | $1,443 | $3,368-57.2% | $3,170-54.5% | $2,726-47.1% |
| Participant deferral / active EE | $2,612 | $5,386-51.5% | $5,012-47.9% | $4,648-43.8% |
| Admin fee / account holder | $153 | $219-30.2% | $11,039-98.6% | $430-64.5% |