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 FINANCIAL6+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $15,622 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $5,531 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,507 |
ADP BROKER-DEALER6+ 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 | $35,071 | $54,573-35.7% | $90,951-61.4% | $73,488-52.3% |
| Participation rate | 95.4% | 61.2%+34.2pp | 69.0%+26.3pp | 70.7%+24.7pp |
| Annual return | 12.16% | 16.69%-4.5pp | 134.60%-122.4pp | 28.51%-16.4pp |
| Employer contribution / active EE | $620 | $991-37.4% | $2,122-70.8% | $2,270-72.7% |
| Participant deferral / active EE | $3,555 | $2,517+41.2% | $3,373+5.4% | $3,740-4.9% |
| Admin fee / account holder | $89 | $521-83.0% | $5,959-98.5% | $513-82.7% |