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 FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $45,859 |
CARLSONSV, LLP1 year Service code 10 · EIN 41-1562398 | Accounting | $12,597 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $72 |
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 | $106,568 | $68,914+54.6% | $136,749-22.1% | $74,304+43.4% |
| Participation rate | 76.9% | 51.3%+25.6pp | 72.1%+4.8pp | 60.3%+16.6pp |
| Annual return | 14.90% | 16.34%-1.4pp | 24.33%-9.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,389 | $2,541+72.7% | $4,692-6.4% | $3,767+16.5% |
| Admin fee / account holder | $523 | $3,149-83.4% | $11,386-95.4% | $2,969-82.4% |