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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,388 |
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $20,600 |
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 | $36,969 | $58,083-36.4% | $80,019-53.8% | $56,287-34.3% |
| Participation rate | 82.6% | 73.6%+9.0pp | 75.8%+6.8pp | 69.9%+12.8pp |
| Annual return | -3.80% | 34.61%-38.4pp | 11.22%-15.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $697 | $1,932-63.9% | $2,468-71.7% | $2,111-67.0% |
| Participant deferral / active EE | $3,065 | $3,135-2.2% | $3,686-16.8% | $3,350-8.5% |
| Admin fee / account holder | $189 | $623-69.7% | $6,521-97.1% | $521-63.7% |