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 FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,890 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,568 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,771 | $64,909+38.3% | $82,313+9.1% | $62,292+44.1% |
| Participation rate | 66.7% | 74.9%-8.2pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 14.50% | 21.18%-6.7pp | 25.88%-11.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,483 | $1,676-11.5% | $2,428-38.9% | $2,042-27.4% |
| Participant deferral / active EE | $3,217 | $3,103+3.7% | $3,706-13.2% | $3,169+1.5% |
| Admin fee / account holder | $320 | $440-27.1% | $5,608-94.3% | $479-33.2% |