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 FINANCIAL9+ years Filed as: LPL FINANCIAL, LLC Service code 22 RPCP COMPENSATIN PROCESSING · SAN DIEGO, CA 92150 | Insurance Broker | $36,794 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,589 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 430 W 7TH STREET · KANSAS CITY, MO 64105 | Contract Administrator | $3,822 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,426 | $76,670-2.9% | $96,683-23.0% | $71,457+4.2% |
| Participation rate | 41.5% | 66.6%-25.1pp | 74.3%-32.8pp | 67.9%-26.4pp |
| Annual return | 12.67% | 48.29%-35.6pp | 35.69%-23.0pp | 28.85%-16.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,713 | $3,771-54.6% | $4,878-64.9% | $4,289-60.1% |
| Admin fee / account holder | $629 | $2,028-69.0% | $6,730-90.6% | $1,587-60.3% |