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 FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $64,428 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,396 |
Filed as: MESIROW Service code 52 · EIN 36-3429599 | Indirect Investment Fees | $6,454 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $146,419 | $100,923+45.1% | $150,045-2.4% | $74,304+97.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 14.70% | 51.77%-37.1pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $7,140 | $3,463+106.2% | $4,693+52.1% | $2,241+218.6% |
| Participant deferral / active EE | $6,762 | $6,709+0.8% | $7,997-15.4% | $3,767+79.5% |
| Admin fee / account holder | $384 | $2,767-86.1% | $13,435-97.1% | $2,969-87.1% |