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 FINANCIAL10+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,076 |
ASCENSUS LLC9 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,706 |
Service code 37 · EIN 77-0586222 | Loan Processing | $3,525 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,799 | $87,870+26.1% | $113,168-2.1% | $74,304+49.1% |
| Participation rate | 65.3% | 70.7%-5.5pp | 76.6%-11.3pp | 60.3%+4.9pp |
| Annual return | 11.79% | 26.44%-14.6pp | 24.27%-12.5pp | 29.43%-17.6pp |
| Employer contribution / active EE | $1,677 | $2,277-26.3% | $2,975-43.6% | $2,241-25.2% |
| Participant deferral / active EE | $3,085 | $4,241-27.3% | $5,107-39.6% | $3,767-18.1% |
| Admin fee / account holder | $385 | $3,368-88.6% | $12,068-96.8% | $2,969-87.0% |