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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $72,595 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $25,925 |
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 | $78,951 | $67,984+16.1% | $65,493+20.5% | $74,304+6.3% |
| Participation rate | 98.6% | 66.3%+32.3pp | 73.1%+25.5pp | 60.3%+38.2pp |
| Annual return | 16.90% | 19.87%-3.0pp | 982.45%-965.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $3,635 | $2,491+45.9% | $2,574+41.2% | $2,241+62.2% |
| Participant deferral / active EE | $8,544 | $3,346+155.3% | $3,961+115.7% | $3,767+126.8% |
| Admin fee / account holder | $407 | $1,373-70.3% | $5,028-91.9% | $2,969-86.3% |