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 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,328 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 350 HUDSON ST. · NEW YORK, NY 10014 | Other Services | $0 |
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 | $18,602 | $36,916-49.6% | $156,549-88.1% | $57,658-67.7% |
| Participation rate | 93.4% | 63.4%+30.0pp | 84.0%+9.4pp | 70.2%+23.2pp |
| Annual return | 6.72% | 12.38%-5.7pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,468 | $1,571-6.5% | $5,501-73.3% | $1,974-25.6% |
| Participant deferral / active EE | $1,686 | $1,926-12.5% | $4,871-65.4% | $3,061-44.9% |
| Admin fee / account holder | $45 | $82-45.9% | $13,027-99.7% | $95-52.8% |