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.
| Provider | Service type | Compensation |
|---|---|---|
AMBROSE ESOP ADVISORS, LLC1+ years Service code 15 · EIN 75-2988337 | Recordkeeping | $16,525 |
LPL FINANCIAL1+ years Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $11,250 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,352 | $122,239-74.4% | $184,203-83.0% | $74,495-57.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | -17.79% | 19.95%-37.7pp | 28.81%-46.6pp | 1364.94%-1382.7pp |
| Employer contribution / active EE | $3,666 | $4,537-19.2% | $6,427-43.0% | $2,623+39.8% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $330 | $1,260-73.8% | $13,901-97.6% | $1,942-83.0% |