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 |
|---|---|---|
Service code 26 · EIN 45-3686413 | Advisory (Participants) | $11,942 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $2,396 |
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 | $96,600 | $29,548+226.9% | $56,411+71.2% | $77,643+24.4% |
| Participation rate | 16.0% | 32.7%-16.7pp | 52.5%-36.5pp | 70.6%-54.6pp |
| Annual return | 13.79% | 19.01%-5.2pp | 1701.33%-1687.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $450 | $568-20.6% | $1,039-56.6% | $2,726-83.5% |
| Participant deferral / active EE | $568 | $1,061-46.4% | $1,952-70.9% | $4,647-87.8% |
| Admin fee / account holder | $374 | $1,046-64.2% | $2,829-86.8% | $430-13.0% |