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 6-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 | $13,459 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $6,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,846 | $64,119-65.9% | $112,228-80.5% | $66,914-67.4% |
| Participation rate | 38.3% | 68.5%-30.2pp | 75.1%-36.8pp | 69.8%-31.5pp |
| Annual return | -19.27% | -13.81%-5.5pp | 27.45%-46.7pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,671 | $3,005-44.4% | $3,635-54.0% | $2,544-34.3% |
| Participant deferral / active EE | $3,555 | $3,693-3.7% | $4,728-24.8% | $4,237-16.1% |
| Admin fee / account holder | $162 | $625-74.0% | $6,410-97.5% | $593-72.6% |