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) | $36,076 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,659 | $99,078-22.6% | $96,544-20.6% | $74,419+3.0% |
| Participation rate | 40.8% | 80.7%-39.9pp | 76.0%-35.2pp | 70.7%-29.9pp |
| Annual return | 18.16% | 22.48%-4.3pp | 25.84%-7.7pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,243 | $2,570-51.6% | $2,965-58.1% | $2,637-52.9% |
| Participant deferral / active EE | $2,432 | $4,933-50.7% | $4,851-49.9% | $4,528-46.3% |
| Admin fee / account holder | $381 | $225+69.5% | $8,252-95.4% | $348+9.5% |