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 3-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 60 · EIN 04-2647786 | Sub-TA Fees | $8,839 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,736 | $51,315-18.7% | $95,745-56.4% | $71,457-41.6% |
| Participation rate | 33.0% | 63.0%-30.0pp | 72.3%-39.2pp | 67.9%-34.9pp |
| Annual return | 0.00% | 25.26%-25.3pp | 28.35%-28.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $667 | $1,819-63.3% | $2,835-76.5% | $2,588-74.2% |
| Participant deferral / active EE | $1,283 | $3,358-61.8% | $4,245-69.8% | $4,289-70.1% |
| Admin fee / account holder | $184 | $1,137-83.8% | $5,678-96.8% | $1,587-88.4% |