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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,644 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $34,858 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $105 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,337 | $95,274-34.6% | $135,903-54.1% | $74,419-16.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 81.9%-21.9pp | 70.7%-10.7pp |
| Annual return | 19.31% | 32.77%-13.5pp | 68.23%-48.9pp | 34.38%-15.1pp |
| Employer contribution / active EE | $5,391 | $3,874+39.2% | $4,856+11.0% | $2,637+104.4% |
| Participant deferral / active EE | $7,322 | $7,782-5.9% | $7,758-5.6% | $4,528+61.7% |
| Admin fee / account holder | $434 | $266+63.2% | $10,762-96.0% | $348+24.8% |