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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 1 BEACON ST FL 22 · BOSTON, MA 021083107 | Advisory (Plan) | $41,174 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $12,966 |
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 | $49,371 | $49,915-1.1% | $154,803-68.1% | $74,304-33.6% |
| Participation rate | 63.7% | 54.0%+9.8pp | 78.1%-14.3pp | 60.3%+3.4pp |
| Annual return | 16.74% | 34.06%-17.3pp | 58.88%-42.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,560 | $1,611-3.2% | $4,305-63.8% | $2,241-30.4% |
| Participant deferral / active EE | $3,128 | $2,255+38.7% | $5,540-43.5% | $3,767-17.0% |
| Admin fee / account holder | $332 | $2,189-84.8% | $14,329-97.7% | $2,969-88.8% |