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: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $18,951 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,247 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,304 | $40,174-14.6% | $84,015-59.2% | $67,579-49.2% |
| Participation rate | 86.8% | 62.7%+24.1pp | 69.0%+17.8pp | 71.3%+15.5pp |
| Annual return | 22.92% | 25.82%-2.9pp | 71.31%-48.4pp | 378.56%-355.6pp |
| Employer contribution / active EE | $871 | $808+7.9% | $1,983-56.1% | $2,148-59.4% |
| Participant deferral / active EE | $2,829 | $2,301+22.9% | $3,239-12.7% | $3,539-20.1% |
| Admin fee / account holder | $89 | $128-30.9% | $6,101-98.5% | $142-37.7% |