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 FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $53,367 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,202 | $94,876-32.3% | $82,389-22.1% | $102,872-37.6% |
| Participation rate | 16.6% | 70.6%-53.9pp | 69.5%-52.9pp | 73.0%-56.4pp |
| Annual return | 16.06% | 17.83%-1.8pp | 28.67%-12.6pp | 19.06%-3.0pp |
| Employer contribution / active EE | $469 | $3,789-87.6% | $2,517-81.4% | $3,526-86.7% |
| Participant deferral / active EE | $933 | $4,496-79.3% | $4,155-77.5% | $5,535-83.1% |
| Admin fee / account holder | $5 | $214-97.8% | $7,231-99.9% | $292-98.4% |