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 FINANCIAL5 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $62,004 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,110 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,577 | $102,197-32.9% | $142,449-51.9% | $74,419-7.8% |
| Participation rate | 44.2% | 79.8%-35.7pp | 76.8%-32.6pp | 70.7%-26.6pp |
| Annual return | 18.82% | 19.73%-0.9pp | 19.99%-1.2pp | 34.38%-15.6pp |
| Employer contribution / active EE | $2,712 | $5,052-46.3% | $4,847-44.0% | $2,637+2.8% |
| Participant deferral / active EE | $4,907 | $6,304-22.2% | $6,283-21.9% | $4,528+8.4% |
| Admin fee / account holder | $314 | $186+69.0% | $10,011-96.9% | $348-9.7% |