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 CORPORATION Service code 26 · EIN 04-3046611 | Advisory (Participants) | $49,439 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Other Services | $8,558 |
Service code 26 · EIN 71-0294708 | 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 | $134,223 | $55,415+142.2% | $155,509-13.7% | $74,495+80.2% |
| Participation rate | 48.1% | 61.9%-13.8pp | 78.2%-30.1pp | 67.2%-19.1pp |
| Annual return | 12.99% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,563 | $2,267-31.1% | $4,672-66.5% | $2,623-40.4% |
| Participant deferral / active EE | $3,394 | $2,836+19.7% | $5,626-39.7% | $4,346-21.9% |
| Admin fee / account holder | $635 | $1,738-63.4% | $15,912-96.0% | $1,942-67.3% |