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 8161 MAPLE LAWN BOULEVARD · FULTON, MD 20759 | Advisory (Participants) | $29,200 |
Service code 15 · EIN 01-0233346 P. O. BOX 7247-7112 · PHILADELPHIA, PA 191707112 | Recordkeeping | $1,307 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,590 | $93,182-32.8% | $146,665-57.3% | $79,386-21.2% |
| Participation rate | 67.1% | 76.4%-9.4pp | 80.1%-13.0pp | 70.7%-3.7pp |
| Annual return | 10.06% | 21.61%-11.5pp | 22.74%-12.7pp | 116.85%-106.8pp |
| Employer contribution / active EE | $1,133 | $2,420-53.2% | $4,136-72.6% | $2,427-53.3% |
| Participant deferral / active EE | $4,844 | $4,169+16.2% | $5,506-12.0% | $4,046+19.7% |
| Admin fee / account holder | $511 | $585-12.7% | $10,280-95.0% | $626-18.4% |