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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,906 |
CARON & BLETZER, PLLC1+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,765 | $42,548+230.8% | $74,550+88.8% | $56,287+150.1% |
| Participation rate | 59.5% | 60.5%-1.0pp | 69.1%-9.7pp | 69.9%-10.4pp |
| Annual return | -5.02% | 12.40%-17.4pp | 32.53%-37.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,274 | $2,277+43.8% | $3,108+5.4% | $3,350-2.2% |
| Admin fee / account holder | $447 | $467-4.3% | $5,060-91.2% | $521-14.2% |