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 | $85,515+29.6% | $112,040-1.1% | $67,986+63.0% |
| Participation rate | 65.3% | 68.2%-2.9pp | 76.5%-11.2pp | 57.2%+8.1pp |
| Annual return | 11.79% | 29.68%-17.9pp | 24.52%-12.7pp | 31.67%-19.9pp |
| Employer contribution / active EE | $1,677 | $2,191-23.4% | $2,954-43.2% | $2,019-16.9% |
| Participant deferral / active EE | $3,085 | $4,014-23.2% | $5,098-39.5% | $3,358-8.1% |
| Admin fee / account holder | $385 | $3,774-89.8% | $12,098-96.8% | $3,203-88.0% |