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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $38,209 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,976 |
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 | $106,388 | $79,171+34.4% | $102,423+3.9% | $74,495+42.8% |
| Participation rate | 95.4% | 74.8%+20.6pp | 76.5%+18.9pp | 67.2%+28.2pp |
| Annual return | 14.40% | 54.93%-40.5pp | 29.32%-14.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,923 | $2,362-18.6% | $3,023-36.4% | $2,623-26.7% |
| Participant deferral / active EE | $6,809 | $4,415+54.2% | $5,053+34.7% | $4,346+56.7% |
| Admin fee / account holder | $415 | $2,001-79.2% | $9,451-95.6% | $1,942-78.6% |