Filed April 28, 2026
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 7-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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · NEW YORK, NY 135026374 | Recordkeeping | $18,848 |
LPL FINANCIAL2 years Service code 26 645 WASHINGTON AVE · JERMYN, PA 18433 | Advisory (Participants) | $17,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,820 | $61,156-51.2% | $185,823-84.0% | $79,386-62.4% |
| Participation rate | 43.6% | 66.6%-23.0pp | 81.7%-38.1pp | 70.7%-27.1pp |
| Annual return | 23.04% | 19.45%+3.6pp | 122.05%-99.0pp | 116.85%-93.8pp |
| Employer contribution / active EE | $414 | $2,321-82.2% | $5,167-92.0% | $2,427-82.9% |
| Participant deferral / active EE | $1,886 | $2,789-32.4% | $5,568-66.1% | $4,046-53.4% |
| Admin fee / account holder | $261 | $710-63.3% | $16,237-98.4% | $626-58.4% |