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 | $21,859 |
LPL FINANCIAL3 years Service code 26 645 WASHINGTON AVE · JERMYN, PA 18433 | Advisory (Participants) | $19,029 |
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 | $27,394 | $65,061-57.9% | $143,757-80.9% | $66,914-59.1% |
| Participation rate | 43.7% | 65.2%-21.5pp | 80.3%-36.6pp | 69.8%-26.1pp |
| Annual return | -13.28% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $471 | $2,361-80.1% | $4,951-90.5% | $2,544-81.5% |
| Participant deferral / active EE | $2,483 | $2,919-14.9% | $5,637-56.0% | $4,237-41.4% |
| Admin fee / account holder | $267 | $502-46.8% | $14,673-98.2% | $593-55.0% |