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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,980 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 399 GROVE ST · GLENCOE, IL 60022 | Other Services | $0 |
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 | $25,991 | $65,061-60.1% | $143,757-81.9% | $66,914-61.2% |
| Participation rate | 43.3% | 65.2%-21.9pp | 80.3%-37.0pp | 69.8%-26.5pp |
| Annual return | -16.61% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $578 | $2,361-75.5% | $4,951-88.3% | $2,544-77.3% |
| Participant deferral / active EE | $2,151 | $2,919-26.3% | $5,637-61.9% | $4,237-49.2% |
| Admin fee / account holder | $43 | $502-91.5% | $14,673-99.7% | $593-92.8% |