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 FINANCIAL5 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,997 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,628 | $30,086+41.7% | $61,373-30.5% | $64,808-34.2% |
| Participation rate | 31.3% | 36.4%-5.0pp | 52.6%-21.2pp | 71.5%-40.1pp |
| Annual return | -14.24% | -13.99%-0.2pp | 338.61%-352.8pp | 32.82%-47.1pp |
| Employer contribution / active EE | $600 | $536+11.9% | $1,159-48.2% | $2,506-76.0% |
| Participant deferral / active EE | $1,171 | $1,126+4.1% | $2,125-44.9% | $4,310-72.8% |
| Admin fee / account holder | $118 | $148-20.4% | $2,130-94.5% | $188-37.2% |