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 FINANCIAL2+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $12,287 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $980 |
ADP BROKER-DEALER2+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,773 | $54,590+27.8% | $81,930-14.8% | $73,488-5.1% |
| Participation rate | 63.6% | 68.3%-4.7pp | 72.0%-8.4pp | 70.7%-7.0pp |
| Annual return | 57.52% | 17.74%+39.8pp | 29.49%+28.0pp | 28.51%+29.0pp |
| Employer contribution / active EE | $2,090 | $1,636+27.7% | $4,310-51.5% | $2,270-7.9% |
| Participant deferral / active EE | $3,881 | $2,759+40.7% | $7,107-45.4% | $3,740+3.8% |
| Admin fee / account holder | $122 | $592-79.4% | $5,158-97.6% | $513-76.3% |