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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,359 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $11,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,809 | $58,694-47.5% | $142,863-78.4% | $85,850-64.1% |
| Participation rate | 65.6% | 58.5%+7.1pp | 71.9%-6.3pp | 69.3%-3.7pp |
| Annual return | 12.20% | 27.72%-15.5pp | 5637.54%-5625.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,167 | $1,423-18.0% | $4,144-71.8% | $2,565-54.5% |
| Participant deferral / active EE | $2,413 | $2,607-7.5% | $3,837-37.1% | $3,952-38.9% |
| Admin fee / account holder | $4 | $4,239-99.9% | $6,560-99.9% | $6,260-99.9% |