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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,535 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 15615 ALTON PKWY · IRVINE, CA 92618 | Other Services | $0 |
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 | $25,786 | $36,767-29.9% | $81,478-68.4% | $62,292-58.6% |
| Participation rate | 92.8% | 54.4%+38.4pp | 68.0%+24.8pp | 69.5%+23.3pp |
| Annual return | 15.70% | 173.80%-158.1pp | 38.78%-23.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,005 | $1,128+77.7% | $2,568-21.9% | $2,042-1.8% |
| Participant deferral / active EE | $3,101 | $2,111+47.0% | $3,537-12.3% | $3,169-2.1% |
| Admin fee / account holder | $14 | $797-98.2% | $4,561-99.7% | $479-97.0% |