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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,940 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL5 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 | $129,168 | $66,813+93.3% | $100,516+28.5% | $73,488+75.8% |
| Participation rate | 98.3% | 77.5%+20.9pp | 79.4%+18.9pp | 70.7%+27.7pp |
| Annual return | 16.57% | 25.70%-9.1pp | 30.89%-14.3pp | 28.51%-11.9pp |
| Employer contribution / active EE | $858 | $2,147-60.0% | $3,418-74.9% | $2,270-62.2% |
| Participant deferral / active EE | $7,321 | $5,883+24.4% | $6,270+16.8% | $3,740+95.8% |
| Admin fee / account holder | $11 | $512-97.8% | $8,081-99.9% | $513-97.8% |