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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $55,041 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $19,658 |
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 | $52,732 | $60,989-13.5% | $60,874-13.4% | $66,914-21.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -15.49% | -9.60%-5.9pp | 16.90%-32.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,766 | $2,661+4.0% | $2,701+2.4% | $2,544+8.7% |
| Participant deferral / active EE | $7,264 | $3,615+101.0% | $3,817+90.3% | $4,237+71.5% |
| Admin fee / account holder | $332 | $338-1.9% | $3,224-89.7% | $593-44.0% |