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 37 · EIN 04-2647786 | Loan Processing | $24,535 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,500 |
Service code 10 · EIN 26-0010591 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,146 | $84,487-24.1% | $125,339-48.8% | $66,914-4.1% |
| Participation rate | 85.9% | 76.4%+9.5pp | 82.4%+3.6pp | 69.8%+16.1pp |
| Annual return | -16.32% | -8.39%-7.9pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,195 | $3,553-10.1% | $4,814-33.6% | $2,544+25.6% |
| Participant deferral / active EE | $7,057 | $6,781+4.1% | $7,446-5.2% | $4,237+66.6% |
| Admin fee / account holder | $338 | $685-50.7% | $10,010-96.6% | $593-43.0% |