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 7-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 15 · EIN 13-3689044 | Recordkeeping | $17,555 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $6,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,463 | $55,415-14.4% | $155,509-69.5% | $74,495-36.3% |
| Participation rate | 49.0% | 61.9%-12.9pp | 78.2%-29.1pp | 67.2%-18.2pp |
| Annual return | 14.91% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $736 | $2,267-67.5% | $4,672-84.2% | $2,623-71.9% |
| Participant deferral / active EE | $2,941 | $2,836+3.7% | $5,626-47.7% | $4,346-32.3% |
| Admin fee / account holder | $169 | $1,738-90.3% | $15,912-98.9% | $1,942-91.3% |