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 Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,605 |
Filed as: ELLSWORTH & STOUT LLC Service code 10 · EIN 26-1629859 | Accounting | $8,500 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,043 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,258 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,883 | $69,763+47.5% | $67,502+52.4% | $74,495+38.1% |
| Participation rate | 46.8% | 71.4%-24.5pp | 72.9%-26.1pp | 67.2%-20.4pp |
| Annual return | 10.15% | -40.34%+50.5pp | 3512.12%-3502.0pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,902 | $2,704-29.7% | $2,731-30.4% | $2,623-27.5% |
| Participant deferral / active EE | $3,484 | $3,636-4.2% | $4,000-12.9% | $4,346-19.8% |
| Admin fee / account holder | $411 | $896-54.1% | $3,998-89.7% | $1,942-78.8% |