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 FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $38,164 |
ASCENSUS LLC6+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,256 | $88,982-49.1% | $102,438-55.8% | $77,671-41.7% |
| Participation rate | 55.0% | 80.9%-25.9pp | 76.5%-21.5pp | 70.6%-15.6pp |
| Annual return | 13.78% | 25.01%-11.2pp | 29.37%-15.6pp | 31.21%-17.4pp |
| Employer contribution / active EE | $2,074 | $2,698-23.1% | $3,024-31.4% | $2,726-23.9% |
| Participant deferral / active EE | $3,836 | $5,144-25.4% | $5,054-24.1% | $4,648-17.5% |
| Admin fee / account holder | $251 | $236+6.7% | $9,448-97.3% | $430-41.6% |