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 | $14,770 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $13,016 |
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 | $37,184 | $37,393-0.6% | $77,024-51.7% | $66,914-44.4% |
| Participation rate | 69.0% | 52.9%+16.1pp | 67.9%+1.1pp | 69.8%-0.8pp |
| Annual return | -16.75% | -3.29%-13.5pp | 42.32%-59.1pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,709 | $1,531+11.6% | $2,812-39.2% | $2,544-32.8% |
| Participant deferral / active EE | $3,237 | $2,617+23.7% | $4,426-26.9% | $4,237-23.6% |
| Admin fee / account holder | $286 | $567-49.6% | $5,425-94.7% | $593-51.8% |