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 13 · EIN 42-0127290 | Contract Administrator | $43,127 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,623 | $50,815-73.2% | $155,509-91.2% | $77,643-82.5% |
| Participation rate | 67.1% | 63.1%+4.0pp | 78.2%-11.1pp | 70.6%-3.5pp |
| Annual return | 10.99% | 34.80%-23.8pp | 64.67%-53.7pp | 31.24%-20.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,662 | $2,822-41.1% | $5,626-70.5% | $4,647-64.2% |
| Admin fee / account holder | $132 | $437-69.8% | $15,912-99.2% | $430-69.4% |