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 FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,804 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,520 | $65,557+65.5% | $105,738+2.6% | $56,287+92.8% |
| Participation rate | 23.0% | 63.4%-40.4pp | 76.3%-53.3pp | 69.9%-46.8pp |
| Annual return | -6.99% | -1.32%-5.7pp | 6.27%-13.3pp | -9.96%+3.0pp |
| Employer contribution / active EE | $848 | $1,788-52.6% | $3,268-74.0% | $2,111-59.8% |
| Participant deferral / active EE | $1,592 | $2,418-34.1% | $4,080-61.0% | $3,350-52.5% |
| Admin fee / account holder | $332 | $561-40.9% | $6,913-95.2% | $521-36.3% |