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 10-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 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $55,657 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,280 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,727 | $72,658-10.9% | $127,761-49.3% | $67,579-4.2% |
| Participation rate | 41.6% | 80.0%-38.4pp | 79.0%-37.4pp | 71.3%-29.7pp |
| Annual return | 17.89% | 26.49%-8.6pp | 26.14%-8.3pp | 378.56%-360.7pp |
| Employer contribution / active EE | $2,028 | $3,988-49.1% | $4,574-55.7% | $2,148-5.6% |
| Participant deferral / active EE | $3,377 | $5,383-37.3% | $6,021-43.9% | $3,539-4.6% |
| Admin fee / account holder | $308 | $127+142.4% | $9,395-96.7% | $142+116.3% |