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 - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $21,375 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,221 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,406 | $81,908-73.9% | $90,749-76.4% | $64,808-67.0% |
| Participation rate | 68.1% | 80.5%-12.4pp | 75.7%-7.6pp | 71.5%-3.3pp |
| Annual return | -13.83% | -12.53%-1.3pp | -12.16%-1.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,943 | $3,065-36.6% | $2,921-33.5% | $2,506-22.5% |
| Participant deferral / active EE | $1,624 | $4,840-66.5% | $4,564-64.4% | $4,310-62.3% |
| Admin fee / account holder | $184 | $157+17.1% | $8,445-97.8% | $188-2.0% |