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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $950 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 661 WASHINGTON STREET · NORWOOD, MA 02062 | Other Services | $0 |
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 | $55,653 | $51,244+8.6% | $80,975-31.3% | $55,167+0.9% |
| Participation rate | 94.3% | 71.7%+22.6pp | 75.8%+18.5pp | 69.0%+25.3pp |
| Annual return | 9.31% | 17.39%-8.1pp | 17.10%-7.8pp | 169.23%-159.9pp |
| Employer contribution / active EE | $2,108 | $1,770+19.1% | $3,714-43.3% | $1,963+7.4% |
| Participant deferral / active EE | $6,641 | $4,418+50.3% | $5,696+16.6% | $3,054+117.5% |
| Admin fee / account holder | $5 | $398-98.7% | $5,516-99.9% | $504-99.0% |