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 FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 17 PO BOX 502533 · SAN DIEGO, CA 92150 | Pension Consulting | $58,108 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $611 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,436 | $84,784+71.5% | $98,439+47.7% | $74,419+95.4% |
| Participation rate | 24.7% | 81.5%-56.9pp | 75.2%-50.5pp | 70.7%-46.1pp |
| Annual return | 19.38% | 20.59%-1.2pp | 21.16%-1.8pp | 34.38%-15.0pp |
| Employer contribution / active EE | $0 | $3,364-100.0% | $3,048-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,267 | $5,218-56.6% | $4,738-52.2% | $4,528-49.9% |
| Admin fee / account holder | $534 | $204+161.1% | $8,948-94.0% | $348+53.5% |