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 | $8,505 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 75 STATE ST · LADERA RANCH, CA 92694 | Other Services | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,568 | $73,867-69.4% | $143,757-84.3% | $68,494-67.1% |
| Participation rate | 52.4% | 66.7%-14.2pp | 80.3%-27.9pp | 67.9%-15.4pp |
| Annual return | -16.70% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,685 | $3,184-47.1% | $4,951-66.0% | $2,596-35.1% |
| Participant deferral / active EE | $3,307 | $3,384-2.3% | $5,637-41.3% | $4,027-17.9% |
| Admin fee / account holder | $112 | $5,755-98.1% | $14,673-99.2% | $5,403-97.9% |