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 FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $28,240 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,319 | $50,815-1.0% | $155,509-67.6% | $77,643-35.2% |
| Participation rate | 56.7% | 63.1%-6.4pp | 78.2%-21.5pp | 70.6%-13.8pp |
| Annual return | 13.57% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,727 | $1,993-13.3% | $4,672-63.0% | $2,726-36.6% |
| Participant deferral / active EE | $3,717 | $2,822+31.7% | $5,626-33.9% | $4,647-20.0% |
| Admin fee / account holder | $165 | $437-62.2% | $15,912-99.0% | $430-61.6% |