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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $85,837 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,381 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,437 | $89,436+20.1% | $164,813-34.8% | $77,643+38.4% |
| Participation rate | 62.2% | 78.6%-16.4pp | 78.6%-16.4pp | 70.6%-8.3pp |
| Annual return | 13.00% | 28.83%-15.8pp | 69.93%-56.9pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,514 | $2,569-2.1% | $4,341-42.1% | $2,726-7.8% |
| Participant deferral / active EE | $3,867 | $4,897-21.0% | $6,031-35.9% | $4,647-16.8% |
| Admin fee / account holder | $354 | $339+4.2% | $12,690-97.2% | $430-17.9% |