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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,937 |
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $13,495 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $29,229 | $59,402-50.8% | $93,654-68.8% | $74,546-60.8% |
| Participation rate | 92.6% | 59.7%+33.0pp | 68.7%+23.9pp | 67.2%+25.4pp |
| Annual return | 14.20% | 81.86%-67.7pp | 133.34%-119.1pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,624 | $3,049+18.9% | $4,413-17.9% | $4,347-16.6% |
| Admin fee / account holder | $238 | $3,023-92.1% | $8,282-97.1% | $1,944-87.7% |