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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 1 BEACON ST. FLOOR 22 · BOSTON, MA 021083107 | Advisory (Plan) | $60,758 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $34,446 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,606 | $106,236-83.4% | $112,228-84.3% | $64,808-72.8% |
| Participation rate | 87.0% | 71.7%+15.3pp | 75.1%+11.9pp | 71.5%+15.5pp |
| Annual return | -19.75% | -6.02%-13.7pp | 27.45%-47.2pp | 32.82%-52.6pp |
| Employer contribution / active EE | $2,583 | $3,166-18.4% | $3,635-28.9% | $2,506+3.1% |
| Participant deferral / active EE | $4,480 | $3,785+18.4% | $4,728-5.2% | $4,310+3.9% |
| Admin fee / account holder | $227 | $452-49.8% | $6,410-96.5% | $188+20.7% |