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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,946 |
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.)
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 | $83,182 | $88,890-6.4% | $102,423-18.8% | $77,643+7.1% |
| Participation rate | 46.6% | 80.9%-34.3pp | 76.5%-29.8pp | 70.6%-23.9pp |
| Annual return | 11.80% | 24.98%-13.2pp | 29.32%-17.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,465 | $2,698-45.7% | $3,023-51.5% | $2,726-46.2% |
| Participant deferral / active EE | $2,941 | $5,145-42.8% | $5,053-41.8% | $4,647-36.7% |
| Admin fee / account holder | $435 | $235+84.6% | $9,451-95.4% | $430+1.0% |