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 | $30,692 |
LPL FINANCIAL5 years Service code 26 645 WASHINGTON AVE · JERMYN, PA 18433 | Advisory (Participants) | $30,247 |
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 | $39,192 | $50,815-22.9% | $155,509-74.8% | $77,643-49.5% |
| Participation rate | 39.8% | 63.1%-23.3pp | 78.2%-38.4pp | 70.6%-30.8pp |
| Annual return | 11.77% | 34.80%-23.0pp | 64.67%-52.9pp | 31.24%-19.5pp |
| Employer contribution / active EE | $476 | $1,993-76.1% | $4,672-89.8% | $2,726-82.5% |
| Participant deferral / active EE | $2,628 | $2,822-6.9% | $5,626-53.3% | $4,647-43.4% |
| Admin fee / account holder | $374 | $437-14.4% | $15,912-97.6% | $430-13.1% |