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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $855 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL7 years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,017 | $58,320+98.9% | $86,436+34.2% | $66,914+73.4% |
| Participation rate | 94.2% | 78.6%+15.6pp | 80.3%+13.9pp | 69.8%+24.4pp |
| Annual return | -17.07% | -9.71%-7.4pp | 4394.89%-4412.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,833 | $2,615+8.3% | $3,769-24.8% | $2,544+11.4% |
| Participant deferral / active EE | $8,764 | $6,899+27.0% | $6,952+26.1% | $4,237+106.8% |
| Admin fee / account holder | $5 | $546-99.1% | $6,731-99.9% | $593-99.2% |