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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $12,430 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $9,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,014 | $43,133-18.8% | $89,391-60.8% | $73,488-52.4% |
| Participation rate | 59.2% | 55.0%+4.2pp | 68.0%-8.8pp | 70.7%-11.5pp |
| Annual return | 22.62% | 135.66%-113.0pp | 245.62%-223.0pp | 28.51%-5.9pp |
| Employer contribution / active EE | $1,408 | $1,438-2.0% | $2,586-45.5% | $2,270-38.0% |
| Participant deferral / active EE | $2,245 | $2,445-8.1% | $3,890-42.3% | $3,740-40.0% |
| Admin fee / account holder | $261 | $444-41.1% | $4,881-94.6% | $513-49.0% |