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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,180 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,240 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,520 |
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 | $109,193 | $71,516+52.7% | $98,439+10.9% | $71,457+52.8% |
| Participation rate | 92.2% | 72.7%+19.5pp | 75.2%+17.0pp | 67.9%+24.2pp |
| Annual return | 19.96% | 32.41%-12.5pp | 21.16%-1.2pp | 28.85%-8.9pp |
| Employer contribution / active EE | $7,476 | $2,399+211.6% | $3,048+145.3% | $2,588+188.9% |
| Participant deferral / active EE | $12,282 | $4,109+198.9% | $4,738+159.2% | $4,289+186.4% |
| Admin fee / account holder | $314 | $1,675-81.2% | $8,948-96.5% | $1,587-80.2% |