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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,920 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL4 years 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 | $95,430 | $58,655+62.7% | $91,989+3.7% | $65,185+46.4% |
| Participation rate | 95.2% | 75.3%+19.9pp | 78.6%+16.6pp | 70.2%+25.0pp |
| Annual return | 26.01% | 33.92%-7.9pp | 69.02%-43.0pp | 29.38%-3.4pp |
| Employer contribution / active EE | $2,253 | $2,080+8.3% | $3,452-34.7% | $2,177+3.5% |
| Participant deferral / active EE | $7,732 | $5,474+41.2% | $5,923+30.5% | $3,514+120.1% |
| Admin fee / account holder | $10 | $434-97.7% | $7,743-99.9% | $847-98.8% |