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-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $19,843 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 350 HUDSON ST. · NEW YORK, NY 10014 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,782 | $37,117-41.3% | $147,614-85.2% | $55,191-60.5% |
| Participation rate | 69.1% | 63.6%+5.4pp | 84.6%-15.6pp | 69.2%-0.1pp |
| Annual return | 1.50% | 3.44%-1.9pp | 61.98%-60.5pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,376 | $1,620-15.1% | $5,564-75.3% | $1,899-27.5% |
| Participant deferral / active EE | $1,298 | $1,985-34.6% | $4,895-73.5% | $3,046-57.4% |
| Admin fee / account holder | $47 | $86-45.0% | $11,611-99.6% | $91-48.2% |