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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,453 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,452 | $72,254+37.6% | $86,677+14.7% | $64,808+53.5% |
| Participation rate | 98.0% | 80.4%+17.6pp | 76.6%+21.4pp | 71.5%+26.5pp |
| Annual return | -18.02% | 392.42%-410.4pp | 35.91%-53.9pp | 32.82%-50.8pp |
| Employer contribution / active EE | $2,386 | $2,393-0.3% | $2,836-15.9% | $2,506-4.8% |
| Participant deferral / active EE | $6,419 | $4,658+37.8% | $4,656+37.9% | $4,310+48.9% |
| Admin fee / account holder | -$72 | $174-141.3% | $7,493-101.0% | $188-138.3% |