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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,981 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $19,633 |
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 | $65,084 | $65,557-0.7% | $64,056+1.6% | $71,457-8.9% |
| Participation rate | 90.8% | 73.2%+17.6pp | 72.3%+18.5pp | 67.9%+22.9pp |
| Annual return | 17.00% | 18.94%-1.9pp | 33.69%-16.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,522 | $2,669-5.5% | $2,747-8.2% | $2,588-2.5% |
| Participant deferral / active EE | $7,015 | $3,626+93.5% | $3,880+80.8% | $4,289+63.6% |
| Admin fee / account holder | $323 | $616-47.6% | $3,068-89.5% | $1,587-79.7% |