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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,296 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $7,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,295 | $76,670-63.1% | $96,683-70.7% | $71,457-60.4% |
| Participation rate | 25.8% | 66.6%-40.8pp | 74.3%-48.6pp | 67.9%-42.1pp |
| Annual return | 20.60% | 48.29%-27.7pp | 35.69%-15.1pp | 28.85%-8.2pp |
| Employer contribution / active EE | $1,123 | $3,031-62.9% | $3,737-69.9% | $2,588-56.6% |
| Participant deferral / active EE | $2,591 | $3,771-31.3% | $4,878-46.9% | $4,289-39.6% |
| Admin fee / account holder | $177 | $2,028-91.3% | $6,730-97.4% | $1,587-88.9% |