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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Advisory (Participants) | $39,450 |
Filed as: WEALTH ENHANCEMENT ADVISORY Service code 26 · EIN 41-2016508 8161 MAPLE LAWN BLVD · FULTON, MD 20759 | Advisory (Participants) | $3,645 |
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 | $42,107 | $42,353-0.6% | $79,550-47.1% | $64,808-35.0% |
| Participation rate | 51.6% | 64.8%-13.1pp | 69.5%-17.9pp | 71.5%-19.9pp |
| Annual return | -14.18% | -12.24%-1.9pp | 0.16%-14.3pp | 32.82%-47.0pp |
| Employer contribution / active EE | $431 | $1,181-63.5% | $2,413-82.1% | $2,506-82.8% |
| Participant deferral / active EE | $2,906 | $3,170-8.3% | $3,985-27.1% | $4,310-32.6% |
| Admin fee / account holder | $208 | $160+30.4% | $6,832-97.0% | $188+10.8% |