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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,712 |
Service code 15 · EIN 20-0874777 | Recordkeeping | $10,928 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,127 | $27,641-34.4% | $61,373-70.5% | $68,494-73.5% |
| Participation rate | 67.7% | 39.5%+28.2pp | 52.6%+15.1pp | 67.9%-0.2pp |
| Annual return | -18.69% | -13.24%-5.5pp | 338.61%-357.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $981 | $695+41.0% | $1,159-15.4% | $2,596-62.2% |
| Participant deferral / active EE | $1,804 | $1,263+42.8% | $2,125-15.1% | $4,027-55.2% |
| Admin fee / account holder | $311 | $2,010-84.5% | $2,130-85.4% | $5,403-94.3% |