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 Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $49,424 |
JPMORGAN INVEST HOLDINGS LLC11+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $225 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,903 | $80,673+95.7% | $101,326+55.8% | $84,808+86.2% |
| Participation rate | 88.6% | 77.8%+10.8pp | 81.5%+7.1pp | 68.3%+20.3pp |
| Annual return | 14.24% | 38.95%-24.7pp | 36.82%-22.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,503 | $2,698+104.0% | $3,665+50.2% | $2,631+109.2% |
| Participant deferral / active EE | $11,866 | $6,840+73.5% | $7,994+48.4% | $4,212+181.8% |
| Admin fee / account holder | $301 | $12,784-97.6% | $11,185-97.3% | $7,344-95.9% |