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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,912 |
PRECEPT ADVISORY GROUP1 year Service code 27 · EIN 56-1623293 | Advisory (Plan) | $5,603 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,000 | $84,936+43.6% | $111,297+9.6% | $79,386+53.7% |
| Participation rate | 68.9% | 75.9%-6.9pp | 77.3%-8.4pp | 70.7%-1.8pp |
| Annual return | 13.24% | 17.45%-4.2pp | 54.65%-41.4pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,992 | $1,979+51.2% | $2,731+9.6% | $2,427+23.3% |
| Participant deferral / active EE | $3,789 | $3,888-2.5% | $4,487-15.6% | $4,046-6.3% |
| Admin fee / account holder | -$49 | $537-109.1% | $7,964-100.6% | $626-107.8% |