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 13-3689044 | Recordkeeping | $55,620 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $39,725 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,291 | $109,881+12.2% | $150,045-17.8% | $84,808+45.4% |
| Participation rate | 65.8% | 76.1%-10.3pp | 82.3%-16.5pp | 68.3%-2.5pp |
| Annual return | 13.91% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,031 | $3,561-14.9% | $4,693-35.4% | $2,631+15.2% |
| Participant deferral / active EE | $7,355 | $6,636+10.8% | $7,997-8.0% | $4,212+74.6% |
| Admin fee / account holder | $618 | $8,568-92.8% | $13,435-95.4% | $7,344-91.6% |