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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,629 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $10,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,092 | $55,415-61.9% | $155,509-86.4% | $74,495-71.7% |
| Participation rate | 77.2% | 61.9%+15.3pp | 78.2%-1.0pp | 67.2%+10.0pp |
| Annual return | 14.31% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,407 | $2,267-37.9% | $4,672-69.9% | $2,623-46.3% |
| Participant deferral / active EE | $1,867 | $2,836-34.2% | $5,626-66.8% | $4,346-57.0% |
| Admin fee / account holder | $213 | $1,738-87.7% | $15,912-98.7% | $1,942-89.0% |