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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $3,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,541 | $31,679-13.1% | $74,701-63.1% | $65,185-57.7% |
| Participation rate | 30.5% | 40.4%-9.8pp | 54.5%-23.9pp | 70.2%-39.7pp |
| Annual return | -8.72% | 39.04%-47.8pp | 752.92%-761.6pp | 29.38%-38.1pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $490 | $1,191-58.8% | $1,964-75.0% | $3,514-86.0% |
| Admin fee / account holder | $313 | $379-17.3% | $3,333-90.6% | $847-63.0% |