See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,889 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $11,354 |
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 | $33,090 | $80,724-59.0% | $103,333-68.0% | $74,495-55.6% |
| Participation rate | 36.2% | 65.7%-29.5pp | 74.5%-38.3pp | 67.2%-31.0pp |
| Annual return | 18.40% | 27.56%-9.2pp | 24.88%-6.5pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $1,690 | $3,157-46.5% | $3,868-56.3% | $2,623-35.6% |
| Participant deferral / active EE | $3,934 | $3,860+1.9% | $5,057-22.2% | $4,346-9.5% |
| Admin fee / account holder | $260 | $2,368-89.0% | $8,355-96.9% | $1,942-86.6% |