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 7-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 CORPORATION Service code 17 PO BOX 502533 · SAN DIEGO, CA 92150 | Pension Consulting | $54,459 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $1,339 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,813 | $81,908+64.6% | $90,749+48.6% | $64,808+108.0% |
| Participation rate | 27.5% | 80.5%-53.0pp | 75.7%-48.2pp | 71.5%-44.0pp |
| Annual return | -17.95% | -12.53%-5.4pp | -12.16%-5.8pp | 32.82%-50.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,921-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,446 | $4,840-49.5% | $4,564-46.4% | $4,310-43.3% |
| Admin fee / account holder | $558 | $157+255.0% | $8,445-93.4% | $188+197.1% |