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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,996 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 years 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 | $24,079 | $37,196-35.3% | $154,107-84.4% | $55,725-56.8% |
| Participation rate | 95.1% | 64.1%+31.0pp | 83.0%+12.0pp | 70.9%+24.2pp |
| Annual return | -5.38% | 1319.68%-1325.1pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,467 | $1,614+52.8% | $5,298-53.4% | $2,078+18.7% |
| Participant deferral / active EE | $3,381 | $2,068+63.5% | $5,081-33.4% | $3,356+0.8% |
| Admin fee / account holder | $42 | $102-59.0% | $13,411-99.7% | $115-63.8% |