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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,044 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,018 | $101,499-77.3% | $147,005-84.3% | $74,546-69.1% |
| Participation rate | 62.2% | 75.5%-13.3pp | 82.2%-19.9pp | 67.2%-5.0pp |
| Annual return | 29.30% | 8732.34%-8703.0pp | 418.76%-389.5pp | 1366.03%-1336.7pp |
| Employer contribution / active EE | $2,139 | $3,811-43.9% | $4,934-56.7% | $2,624-18.5% |
| Participant deferral / active EE | $2,852 | $7,304-61.0% | $8,070-64.7% | $4,347-34.4% |
| Admin fee / account holder | $289 | $1,748-83.5% | $13,006-97.8% | $1,944-85.1% |