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 6-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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $45,483 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,405 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,474 | $65,561-39.8% | $86,188-54.2% | $75,163-47.5% |
| Participation rate | 42.3% | 60.5%-18.2pp | 69.0%-26.7pp | 67.2%-24.9pp |
| Annual return | 16.11% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,801 | $1,553+144.8% | $2,380+59.7% | $2,670+42.4% |
| Participant deferral / active EE | $6,798 | $3,024+124.8% | $3,985+70.6% | $4,125+64.8% |
| Admin fee / account holder | $335 | $5,474-93.9% | $6,852-95.1% | $5,651-94.1% |