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 FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $19,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,756 | $26,906+40.3% | $61,373-38.5% | $77,904-51.5% |
| Participation rate | 15.2% | 33.4%-18.3pp | 52.6%-37.4pp | 73.7%-58.5pp |
| Annual return | -14.91% | -14.46%-0.5pp | 338.61%-353.5pp | 12.21%-27.1pp |
| Employer contribution / active EE | $0 | $521-100.0% | $1,159-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $529 | $1,180-55.2% | $2,125-75.1% | $4,806-89.0% |
| Admin fee / account holder | $12 | $117-90.0% | $2,130-99.5% | $133-91.2% |