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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,100 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 661 WASHINGTON STREET · NORWOOD, MA 02062 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,063 | $48,313+32.6% | $73,307-12.6% | $52,331+22.4% |
| Participation rate | 66.9% | 68.6%-1.6pp | 74.9%-8.0pp | 68.1%-1.2pp |
| Annual return | -2.33% | 3.85%-6.2pp | 5.67%-8.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,758 | $1,661+5.8% | $3,237-45.7% | $1,882-6.6% |
| Participant deferral / active EE | $5,970 | $4,189+42.5% | $4,991+19.6% | $3,022+97.5% |
| Admin fee / account holder | $8 | $404-97.9% | $5,637-99.8% | $592-98.6% |