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 1 BEACON ST FL 22 · BOSTON, MA 021083107 | Advisory (Plan) | $36,273 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $12,406 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,084 | $55,472-16.9% | $155,567-70.4% | $74,546-38.2% |
| Participation rate | 57.0% | 61.9%-4.9pp | 78.2%-21.2pp | 67.2%-10.2pp |
| Annual return | 13.10% | 268.72%-255.6pp | 64.74%-51.6pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,807 | $2,269-20.4% | $4,674-61.3% | $2,624-31.1% |
| Participant deferral / active EE | $2,785 | $2,838-1.9% | $5,628-50.5% | $4,347-35.9% |
| Admin fee / account holder | $350 | $1,743-79.9% | $15,916-97.8% | $1,944-82.0% |