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 | $28,619 |
LPL FINANCIAL2 years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $18,750 |
Service code 10 · EIN 56-0571159 | Accounting | $11,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,724 |
Employer 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.)
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 | $84,666 | $72,607+16.6% | $90,749-6.7% | $66,914+26.5% |
| Participation rate | 84.5% | 73.7%+10.9pp | 75.7%+8.9pp | 69.8%+14.7pp |
| Annual return | -19.49% | -12.28%-7.2pp | -12.16%-7.3pp | 1.58%-21.1pp |
| Employer contribution / active EE | $405 | $2,369-82.9% | $2,921-86.1% | $2,544-84.1% |
| Participant deferral / active EE | $4,707 | $3,977+18.3% | $4,564+3.1% | $4,237+11.1% |
| Admin fee / account holder | $524 | $707-25.9% | $8,445-93.8% | $593-11.6% |