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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,563 |
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 | $105,127 | $99,078+6.1% | $96,544+8.9% | $74,419+41.3% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.0%+14.9pp | 70.7%+20.2pp |
| Annual return | 17.15% | 22.48%-5.3pp | 25.84%-8.7pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,266 | $2,570-11.8% | $2,965-23.6% | $2,637-14.1% |
| Participant deferral / active EE | $5,923 | $4,933+20.1% | $4,851+22.1% | $4,528+30.8% |
| Admin fee / account holder | $153 | $225-32.1% | $8,252-98.2% | $348-56.1% |