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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,395 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL6 years Service code 49 1850 GATEWAY DR SUITE 600 · SAN MATEO, CA 94404 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,856 | $63,745-70.4% | $98,442-80.8% | $79,386-76.2% |
| Participation rate | 75.8% | 69.9%+6.0pp | 73.3%+2.5pp | 70.7%+5.1pp |
| Annual return | 13.67% | 625.80%-612.1pp | 1492.73%-1479.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,857 | $2,557-27.4% | $2,960-37.3% | $2,427-23.5% |
| Participant deferral / active EE | $3,332 | $3,303+0.9% | $4,276-22.1% | $4,046-17.6% |
| Admin fee / account holder | $12 | $516-97.7% | $5,949-99.8% | $626-98.1% |