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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,370 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,810 |
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 | $125,469 | $87,870+42.8% | $113,168+10.9% | $74,304+68.9% |
| Participation rate | 97.3% | 70.7%+26.6pp | 76.6%+20.8pp | 60.3%+37.0pp |
| Annual return | 18.67% | 26.44%-7.8pp | 24.27%-5.6pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,099 | $2,277-7.8% | $2,975-29.4% | $2,241-6.3% |
| Participant deferral / active EE | $7,344 | $4,241+73.2% | $5,107+43.8% | $3,767+94.9% |
| Admin fee / account holder | $476 | $3,368-85.9% | $12,068-96.1% | $2,969-84.0% |