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 26 · EIN 71-0294708 | Advisory (Participants) | $71,241 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 99 | Other Fees | $43,154 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Other Services | $9,523 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
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 | $104,032 | $65,061+59.9% | $143,757-27.6% | $66,914+55.5% |
| Participation rate | 49.5% | 65.2%-15.7pp | 80.3%-30.8pp | 69.8%-20.3pp |
| Annual return | -15.58% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,494 | $2,361-36.7% | $4,951-69.8% | $2,544-41.3% |
| Participant deferral / active EE | $3,116 | $2,919+6.7% | $5,637-44.7% | $4,237-26.5% |
| Admin fee / account holder | $524 | $502+4.4% | $14,673-96.4% | $593-11.7% |