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 Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $21,064 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $555 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $147,626 | $58,101+154.1% | $118,925+24.1% | $73,409+101.1% |
| Participation rate | 14.5% | 56.1%-41.6pp | 75.4%-60.8pp | 72.2%-57.6pp |
| Annual return | 16.29% | 20.56%-4.3pp | 35.88%-19.6pp | 59.29%-43.0pp |
| Employer contribution / active EE | $511 | $1,445-64.6% | $3,263-84.3% | $2,234-77.1% |
| Participant deferral / active EE | $962 | $2,400-59.9% | $4,265-77.5% | $3,805-74.7% |
| Admin fee / account holder | $300 | $138+117.4% | $6,581-95.4% | $158+90.2% |