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 FINANCIAL3+ years Filed as: LPL RPCP Service code 27 · EIN 27-5273468 | Advisory (Plan) | $49,442 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,294 |
STRATOS WEALTH PARTNERS3+ years Filed as: STRATOS WEALTH PTRS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,878 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $3,417,356 | $63,299+5298.8% | $91,001+3655.3% | $62,292+5386.0% |
| Participation rate | 2.7% | 73.3%-70.6pp | 75.6%-72.9pp | 69.5%-66.8pp |
| Annual return | 20.51% | 20.99%-0.5pp | 4.60%+15.9pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,881 | $1,807+59.4% | $2,456+17.3% | $2,042+41.1% |
| Participant deferral / active EE | $4,885 | $2,943+66.0% | $3,547+37.7% | $3,169+54.1% |
| Admin fee / account holder | $12,519 | $468+2577.0% | $5,417+131.1% | $479+2511.7% |