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 | $50,820-1.0% | $155,567-67.7% | $77,671-35.2% |
| Participation rate | 56.7% | 63.1%-6.4pp | 78.2%-21.5pp | 70.6%-13.9pp |
| Annual return | 13.57% | 34.85%-21.3pp | 64.74%-51.2pp | 31.21%-17.6pp |
| Employer contribution / active EE | $1,727 | $1,993-13.3% | $4,674-63.1% | $2,726-36.7% |
| Participant deferral / active EE | $3,717 | $2,823+31.7% | $5,628-34.0% | $4,648-20.0% |
| Admin fee / account holder | $165 | $436-62.1% | $15,916-99.0% | $430-61.6% |