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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $31,040 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,012 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,896 | $73,638+3.1% | $95,952-20.9% | $73,488+3.3% |
| Participation rate | 57.8% | 76.2%-18.3pp | 77.1%-19.3pp | 70.7%-12.9pp |
| Annual return | 14.71% | 16.78%-2.1pp | 91.61%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,865 | $1,863+53.8% | $2,541+12.7% | $2,270+26.2% |
| Participant deferral / active EE | $6,621 | $3,617+83.1% | $4,167+58.9% | $3,740+77.1% |
| Admin fee / account holder | $366 | $482-24.1% | $6,795-94.6% | $513-28.7% |