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 FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $17,457 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,657 | $56,152-63.2% | $185,823-88.9% | $73,409-71.9% |
| Participation rate | 59.6% | 67.6%-8.0pp | 78.0%-18.4pp | 72.2%-12.6pp |
| Annual return | 26.32% | 17.59%+8.7pp | 35.95%-9.6pp | 59.29%-33.0pp |
| Employer contribution / active EE | $1,011 | $1,532-34.0% | $4,087-75.3% | $2,234-54.7% |
| Participant deferral / active EE | $1,755 | $3,659-52.1% | $5,632-68.8% | $3,805-53.9% |
| Admin fee / account holder | $89 | $132-32.7% | $9,500-99.1% | $158-43.8% |