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 4-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 99 · EIN 04-3046611 | Other Fees | $13,328 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,110 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,688 | $82,972-82.3% | $103,374-85.8% | $77,671-81.1% |
| Participation rate | 28.0% | 71.5%-43.5pp | 74.5%-46.5pp | 70.6%-42.6pp |
| Annual return | 14.39% | 19.14%-4.8pp | 24.89%-10.5pp | 31.21%-16.8pp |
| Employer contribution / active EE | $919 | $3,554-74.1% | $3,869-76.2% | $2,726-66.3% |
| Participant deferral / active EE | $1,511 | $4,108-63.2% | $5,058-70.1% | $4,648-67.5% |
| Admin fee / account holder | $40 | $639-93.7% | $8,394-99.5% | $430-90.7% |