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 FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $16,678 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,180 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $35,519 | $51,620-31.2% | $90,281-60.7% | $65,185-45.5% |
| Participation rate | 73.4% | 68.6%+4.7pp | 73.3%+0.1pp | 70.2%+3.2pp |
| Annual return | 26.78% | 24.94%+1.8pp | 78.10%-51.3pp | 29.38%-2.6pp |
| Employer contribution / active EE | $3,122 | $2,235+39.7% | $2,854+9.4% | $2,177+43.4% |
| Participant deferral / active EE | $5,206 | $2,871+81.4% | $3,885+34.0% | $3,514+48.2% |
| Admin fee / account holder | $92 | $384-76.2% | $5,351-98.3% | $847-89.2% |