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 FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $68,420 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$7,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,774 | $55,415+148.6% | $155,509-11.4% | $74,495+84.9% |
| Participation rate | 69.7% | 61.9%+7.8pp | 78.2%-8.4pp | 67.2%+2.5pp |
| Annual return | 14.32% | 268.50%-254.2pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $8,746 | $2,267+285.8% | $4,672+87.2% | $2,623+233.4% |
| Participant deferral / active EE | $18,752 | $2,836+561.2% | $5,626+233.3% | $4,346+331.5% |
| Admin fee / account holder | $236 | $1,738-86.4% | $15,912-98.5% | $1,942-87.9% |