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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,370 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL7 years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,168 | $51,197-72.3% | $82,719-82.9% | $66,914-78.8% |
| Participation rate | 80.8% | 67.8%+13.0pp | 72.6%+8.2pp | 69.8%+11.0pp |
| Annual return | -15.20% | -9.64%-5.6pp | 701.18%-716.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,631 | $2,611-37.5% | $3,009-45.8% | $2,544-35.9% |
| Participant deferral / active EE | $3,283 | $3,458-5.0% | $4,395-25.3% | $4,237-22.5% |
| Admin fee / account holder | $19 | $416-95.3% | $5,329-99.6% | $593-96.7% |