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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,536 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,889 |
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 | $65,991 | $65,435+0.9% | $86,677-23.9% | $66,914-1.4% |
| Participation rate | 56.5% | 75.5%-18.9pp | 76.6%-20.0pp | 69.8%-13.3pp |
| Annual return | -9.34% | -10.89%+1.5pp | 35.91%-45.3pp | 1.58%-10.9pp |
| Employer contribution / active EE | $1,757 | $2,153-18.4% | $2,836-38.0% | $2,544-30.9% |
| Participant deferral / active EE | $3,537 | $4,100-13.7% | $4,656-24.0% | $4,237-16.5% |
| Admin fee / account holder | $365 | $642-43.2% | $7,493-95.1% | $593-38.6% |