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 | $14,170 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $13,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,091 | $79,694-47.2% | $96,139-56.2% | $79,386-47.0% |
| Participation rate | 70.2% | 54.0%+16.2pp | 68.4%+1.7pp | 70.7%-0.5pp |
| Annual return | 12.65% | 40.84%-28.2pp | 191.94%-179.3pp | 116.85%-104.2pp |
| Employer contribution / active EE | $1,550 | $1,443+7.4% | $2,797-44.6% | $2,427-36.2% |
| Participant deferral / active EE | $2,929 | $2,539+15.4% | $4,349-32.6% | $4,046-27.6% |
| Admin fee / account holder | $311 | $630-50.7% | $5,537-94.4% | $626-50.4% |