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 | $62,367 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,627 | $100,923-73.6% | $150,045-82.3% | $74,304-64.2% |
| Participation rate | 69.3% | 70.1%-0.7pp | 82.3%-13.0pp | 60.3%+9.0pp |
| Annual return | 20.98% | 51.77%-30.8pp | 62.55%-41.6pp | 29.43%-8.4pp |
| Employer contribution / active EE | $1,972 | $3,463-43.1% | $4,693-58.0% | $2,241-12.0% |
| Participant deferral / active EE | $2,514 | $6,709-62.5% | $7,997-68.6% | $3,767-33.3% |
| Admin fee / account holder | $315 | $2,767-88.6% | $13,435-97.7% | $2,969-89.4% |