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 | $107,624-40.3% | $76,735-16.3% | $103,975-38.3% |
| Participation rate | 16.6% | 70.3%-53.7pp | 69.5%-52.9pp | 72.5%-55.9pp |
| Annual return | 16.06% | 17.70%-1.6pp | 29.77%-13.7pp | 19.41%-3.4pp |
| Employer contribution / active EE | $469 | $4,589-89.8% | $2,454-80.9% | $3,722-87.4% |
| Participant deferral / active EE | $933 | $4,279-78.2% | $4,088-77.2% | $5,343-82.5% |
| Admin fee / account holder | $5 | $271-98.3% | $7,189-99.9% | $332-98.6% |