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) | $70,320 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 26 · EIN 04-3046611 | Advisory (Participants) | $45,286 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Other Services | $7,388 |
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 | $121,621 | $61,272+98.5% | $149,673-18.7% | $71,457+70.2% |
| Participation rate | 47.7% | 62.5%-14.8pp | 78.8%-31.1pp | 67.9%-20.2pp |
| Annual return | 15.30% | 35.85%-20.6pp | 134.42%-119.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,533 | $2,378-35.5% | $4,818-68.2% | $2,588-40.7% |
| Participant deferral / active EE | $3,190 | $2,917+9.4% | $5,680-43.8% | $4,289-25.6% |
| Admin fee / account holder | $525 | $1,261-58.4% | $13,210-96.0% | $1,587-66.9% |