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 CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Service code 49 · EIN 77-0573145 | Other Services | $0 |
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.)
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 | $67,252 | $64,119+4.9% | $112,228-40.1% | $66,914+0.5% |
| Participation rate | 63.0% | 68.5%-5.4pp | 75.1%-12.0pp | 69.8%-6.8pp |
| Annual return | -17.67% | -13.81%-3.9pp | 27.45%-45.1pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,764 | $3,005-8.0% | $3,635-23.9% | $2,544+8.7% |
| Participant deferral / active EE | $6,195 | $3,693+67.7% | $4,728+31.0% | $4,237+46.2% |
| Admin fee / account holder | $574 | $625-8.1% | $6,410-91.0% | $593-3.2% |