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 FINANCIAL6 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $81,544 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,280 |
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.)
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 | $78,694 | $96,486-18.4% | $153,485-48.7% | $77,643+1.4% |
| Participation rate | 49.0% | 81.6%-32.6pp | 77.1%-28.1pp | 70.6%-21.6pp |
| Annual return | 13.23% | 14.44%-1.2pp | 15.65%-2.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,988 | $5,224-42.8% | $5,039-40.7% | $2,726+9.6% |
| Participant deferral / active EE | $5,390 | $6,609-18.4% | $6,757-20.2% | $4,647+16.0% |
| Admin fee / account holder | $369 | $182+102.0% | $12,724-97.1% | $430-14.4% |