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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 8161 MAPLE LAWN BOULEVARD · FULTON, MD 20759 | Advisory (Participants) | $23,104 |
Service code 15 · EIN 01-0233346 P. O. BOX 7247-7112 · PHILADELPHIA, PA 191707112 | Recordkeeping | $1,458 |
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 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 | $53,214 | $81,474-34.7% | $133,956-60.3% | $73,488-27.6% |
| Participation rate | 62.5% | 76.4%-13.9pp | 79.8%-17.3pp | 70.7%-8.2pp |
| Annual return | 17.05% | 19.40%-2.4pp | 45.09%-28.0pp | 28.51%-11.5pp |
| Employer contribution / active EE | $834 | $2,209-62.3% | $3,919-78.7% | $2,270-63.3% |
| Participant deferral / active EE | $3,716 | $3,786-1.9% | $5,048-26.4% | $3,740-0.6% |
| Admin fee / account holder | $423 | $713-40.7% | $8,927-95.3% | $513-17.6% |