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 6-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 |
|---|---|---|
LPL FINANCIAL1+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $8,158 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,670 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,493 | $50,666+3.6% | $76,817-31.7% | $65,185-19.5% |
| Participation rate | 51.1% | 68.8%-17.7pp | 72.1%-21.0pp | 70.2%-19.1pp |
| Annual return | 38.32% | 28.51%+9.8pp | 1166.11%-1127.8pp | 29.38%+8.9pp |
| Employer contribution / active EE | $1,586 | $1,575+0.7% | $2,302-31.1% | $2,177-27.1% |
| Participant deferral / active EE | $2,911 | $2,647+10.0% | $3,336-12.7% | $3,514-17.2% |
| Admin fee / account holder | $117 | $463-74.7% | $6,420-98.2% | $847-86.2% |