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 | $25,482 |
LPL FINANCIAL4 years Service code 26 645 WASHINGTON AVE · JERMYN, PA 18433 | Advisory (Participants) | $23,962 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,851 | $47,126-21.8% | $149,673-75.4% | $74,419-50.5% |
| Participation rate | 41.6% | 63.4%-21.8pp | 78.8%-37.2pp | 70.7%-29.1pp |
| Annual return | 26.26% | 22.75%+3.5pp | 134.42%-108.2pp | 34.38%-8.1pp |
| Employer contribution / active EE | $524 | $1,905-72.5% | $4,818-89.1% | $2,637-80.1% |
| Participant deferral / active EE | $2,467 | $2,728-9.6% | $5,680-56.6% | $4,528-45.5% |
| Admin fee / account holder | $319 | $343-6.9% | $13,210-97.6% | $348-8.3% |