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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,971 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,677 |
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 | $50,779 | $69,477-26.9% | $94,646-46.3% | $71,457-28.9% |
| Participation rate | 87.4% | 78.4%+8.9pp | 80.8%+6.6pp | 67.9%+19.5pp |
| Annual return | 14.58% | 29.66%-15.1pp | 156.71%-142.1pp | 28.85%-14.3pp |
| Employer contribution / active EE | $2,131 | $2,853-25.3% | $3,672-42.0% | $2,588-17.6% |
| Participant deferral / active EE | $5,972 | $7,345-18.7% | $7,418-19.5% | $4,289+39.3% |
| Admin fee / account holder | $274 | $1,210-77.3% | $7,231-96.2% | $1,587-82.7% |