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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,750 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
LPL FINANCIAL3 years Service code 49 4707 EYECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,636 | $62,267-38.0% | $110,238-65.0% | $55,725-30.7% |
| Participation rate | 61.5% | 78.1%-16.6pp | 79.8%-18.3pp | 70.9%-9.4pp |
| Annual return | -5.00% | -1.07%-3.9pp | 314.74%-319.7pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,214 | $1,941-37.5% | $3,826-68.3% | $2,078-41.6% |
| Participant deferral / active EE | $2,238 | $3,516-36.4% | $4,672-52.1% | $3,356-33.3% |
| Admin fee / account holder | $7 | $121-94.2% | $8,547-99.9% | $115-93.9% |