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 |
|---|---|---|
Service code 15 · EIN 27-0129226 | Recordkeeping | $26,565 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,615 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $7,716 |
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 | $25,311 | $60,607-58.2% | $189,557-86.6% | $86,799-70.8% |
| Participation rate | 56.8% | 68.9%-12.1pp | 78.4%-21.6pp | 72.3%-15.4pp |
| Annual return | 21.29% | 65.18%-43.9pp | 64.17%-42.9pp | 97.91%-76.6pp |
| Employer contribution / active EE | $1,338 | $1,626-17.7% | $4,412-69.7% | $2,405-44.4% |
| Participant deferral / active EE | $2,472 | $3,895-36.5% | $6,174-60.0% | $4,131-40.1% |
| Admin fee / account holder | $137 | $159-13.7% | $9,807-98.6% | $170-19.2% |