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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $12,666 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,698 | $71,883-68.4% | $86,677-73.8% | $68,494-66.9% |
| Participation rate | 57.9% | 72.2%-14.3pp | 76.6%-18.7pp | 67.9%-10.0pp |
| Annual return | -15.03% | 3.52%-18.6pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $394 | $2,173-81.9% | $2,836-86.1% | $2,596-84.8% |
| Participant deferral / active EE | $2,387 | $3,779-36.8% | $4,656-48.7% | $4,027-40.7% |
| Admin fee / account holder | $154 | $6,112-97.5% | $7,493-98.0% | $5,403-97.2% |