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 |
|---|---|---|
LPL FINANCIAL4 years Service code 15 · EIN 04-3046611 | Recordkeeping | $32,244 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,039 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,318 | $88,122-73.5% | $141,162-83.5% | $67,579-65.5% |
| Participation rate | 96.0% | 76.5%+19.5pp | 82.5%+13.5pp | 71.3%+24.7pp |
| Annual return | 22.53% | 75.40%-52.9pp | 71.39%-48.9pp | 378.56%-356.0pp |
| Employer contribution / active EE | $1,791 | $3,224-44.5% | $4,735-62.2% | $2,148-16.6% |
| Participant deferral / active EE | $3,280 | $5,958-44.9% | $6,709-51.1% | $3,539-7.3% |
| Admin fee / account holder | $107 | $131-18.0% | $10,261-99.0% | $142-24.5% |