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 | $19,439 |
LPL FINANCIAL6 years Service code 22 | Insurance Broker | $7,489 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $11,662 | $41,078-71.6% | $80,569-85.5% | $71,457-83.7% |
| Participation rate | 61.4% | 50.2%+11.1pp | 67.0%-5.6pp | 67.9%-6.6pp |
| Annual return | 17.39% | 38.45%-21.1pp | 935.43%-918.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $86 | $1,506-94.3% | $2,723-96.8% | $2,588-96.7% |
| Participant deferral / active EE | $1,918 | $2,699-28.9% | $4,447-56.9% | $4,289-55.3% |
| Admin fee / account holder | $119 | $1,840-93.5% | $5,377-97.8% | $1,587-92.5% |