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 | $64,890+64.2% | $134,172-20.6% | $67,986+56.7% |
| Participation rate | 76.9% | 48.5%+28.4pp | 72.5%+4.5pp | 57.2%+19.7pp |
| Annual return | 14.90% | 16.12%-1.2pp | 25.30%-10.4pp | 31.67%-16.8pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $3,420-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,389 | $2,289+91.8% | $4,690-6.4% | $3,358+30.7% |
| Admin fee / account holder | $523 | $3,140-83.3% | $12,016-95.6% | $3,203-83.7% |