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 5-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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $35,970 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS, INC. Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,946 |
STANCE CAPITAL1 year Filed as: STANCE CAPITAL LLC Service code 27 131 DARTMOUTH ST · BOSTON, MA 02116 | Advisory (Plan) | $18,713 |
BDG-CPAS1 year Filed as: BDG CPAS Service code 10 · EIN 22-2625944 | Accounting | $11,390 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $16,658 | $45,031-63.0% | $84,966-80.4% | $77,643-78.5% |
| Participation rate | 97.8% | 48.7%+49.1pp | 67.5%+30.3pp | 70.6%+27.2pp |
| Annual return | 18.55% | 79.22%-60.7pp | 66.38%-47.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $2,548 | $1,609+58.3% | $2,727-6.6% | $2,726-6.5% |
| Participant deferral / active EE | $6,683 | $2,807+138.1% | $4,519+47.9% | $4,647+43.8% |
| Admin fee / account holder | $139 | $912-84.7% | $6,149-97.7% | $430-67.6% |