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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $35,375 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,505 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,303 | $88,890-29.9% | $102,423-39.2% | $77,643-19.8% |
| Participation rate | 81.9% | 80.9%+1.0pp | 76.5%+5.4pp | 70.6%+11.3pp |
| Annual return | 17.78% | 24.98%-7.2pp | 29.32%-11.5pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,444 | $2,698-9.4% | $3,023-19.1% | $2,726-10.3% |
| Participant deferral / active EE | $4,665 | $5,145-9.3% | $5,053-7.7% | $4,647+0.4% |
| Admin fee / account holder | $236 | $235+0.1% | $9,451-97.5% | $430-45.2% |