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 | $28,444 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $14,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,684 | $55,472-39.3% | $155,567-78.3% | $74,546-54.8% |
| Participation rate | 43.4% | 61.9%-18.5pp | 78.2%-34.8pp | 67.2%-23.8pp |
| Annual return | 11.16% | 268.72%-257.6pp | 64.74%-53.6pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $803 | $2,269-64.6% | $4,674-82.8% | $2,624-69.4% |
| Participant deferral / active EE | $1,679 | $2,838-40.8% | $5,628-70.2% | $4,347-61.4% |
| Admin fee / account holder | $4 | $1,743-99.8% | $15,916-100.0% | $1,944-99.8% |