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 7-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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 631 S ORLANDO AVE · WINTER PARK, FL 327897116 | Advisory (Plan) | $5,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,152 | $62,132-64.3% | $185,823-88.1% | $73,488-69.9% |
| Participation rate | 38.6% | 67.8%-29.2pp | 78.0%-39.4pp | 70.7%-32.1pp |
| Annual return | 24.31% | 20.44%+3.9pp | 35.95%-11.6pp | 28.51%-4.2pp |
| Employer contribution / active EE | $1,405 | $1,681-16.4% | $4,087-65.6% | $2,270-38.1% |
| Participant deferral / active EE | $1,830 | $3,711-50.7% | $5,632-67.5% | $3,740-51.1% |
| Admin fee / account holder | $174 | $419-58.5% | $9,500-98.2% | $513-66.1% |