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 | $3,445 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL8 years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | 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 | $15,756 | $58,264-73.0% | $86,612-81.8% | $71,457-78.0% |
| Participation rate | 85.8% | 65.0%+20.8pp | 71.7%+14.1pp | 67.9%+17.9pp |
| Annual return | 16.05% | 21.63%-5.6pp | 591.07%-575.0pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,887 | $2,574-26.7% | $3,022-37.6% | $2,588-27.1% |
| Participant deferral / active EE | $3,813 | $3,436+11.0% | $4,438-14.1% | $4,289-11.1% |
| Admin fee / account holder | $14 | $1,057-98.7% | $5,614-99.8% | $1,587-99.1% |