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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $66,712 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $23,825 |
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 | $68,142 | $69,763-2.3% | $67,502+0.9% | $74,495-8.5% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 11.22% | -40.34%+51.6pp | 3512.12%-3500.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $3,396 | $2,704+25.6% | $2,731+24.4% | $2,623+29.5% |
| Participant deferral / active EE | $8,280 | $3,636+127.7% | $4,000+107.0% | $4,346+90.5% |
| Admin fee / account holder | $379 | $896-57.7% | $3,998-90.5% | $1,942-80.5% |