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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $28,893 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $19,986 |
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 | $36,572 | $63,299-42.2% | $91,001-59.8% | $62,292-41.3% |
| Participation rate | 82.8% | 73.3%+9.4pp | 75.6%+7.2pp | 69.5%+13.2pp |
| Annual return | 17.18% | 20.99%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $757 | $1,807-58.1% | $2,456-69.2% | $2,042-63.0% |
| Participant deferral / active EE | $2,828 | $2,943-3.9% | $3,547-20.3% | $3,169-10.8% |
| Admin fee / account holder | $180 | $468-61.4% | $5,417-96.7% | $479-62.4% |