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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,489 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 47-4777055 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,641 | $84,556-55.5% | $116,228-67.6% | $74,304-49.3% |
| Participation rate | 87.4% | 66.0%+21.3pp | 74.6%+12.8pp | 60.3%+27.0pp |
| Annual return | 15.55% | 18.35%-2.8pp | 90.06%-74.5pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,862 | $2,168-14.1% | $2,994-37.8% | $2,241-16.9% |
| Participant deferral / active EE | $3,112 | $3,814-18.4% | $4,953-37.2% | $3,767-17.4% |
| Admin fee / account holder | $48 | $3,792-98.7% | $11,989-99.6% | $2,969-98.4% |