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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,273 |
LPL FINANCIAL1 year Service code 27 701 GREEN VALLEY ROAD · GREENSBORO, NC 27408 | Advisory (Plan) | $20,448 |
Service code 10 · EIN 56-0571159 | Accounting | $10,750 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,346 |
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 | $118,179 | $79,428+48.8% | $106,548+10.9% | $79,386+48.9% |
| Participation rate | 85.8% | 74.1%+11.7pp | 76.1%+9.7pp | 70.7%+15.1pp |
| Annual return | 13.10% | 18.27%-5.2pp | 26.80%-13.7pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,252 | $2,234-44.0% | $2,819-55.6% | $2,427-48.4% |
| Participant deferral / active EE | $3,821 | $3,8230% | $4,398-13.1% | $4,046-5.6% |
| Admin fee / account holder | $454 | $523-13.2% | $7,407-93.9% | $626-27.5% |