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 9-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, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $375 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL WHARTON HILL Service code 49 451 S BETHLEHEM PIKE · FT WASHINGTON, PA 19034 | Other Services | $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 | $37,454 | $62,573-40.1% | $85,682-56.3% | $85,850-56.4% |
| Participation rate | 74.4% | 61.1%+13.3pp | 69.9%+4.6pp | 69.3%+5.1pp |
| Annual return | 13.63% | 23.77%-10.1pp | 21.49%-7.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,369 | $2,802-51.2% | $3,923-65.1% | $3,952-65.4% |
| Admin fee / account holder | $3 | $4,640-99.9% | $6,873-100.0% | $6,260-99.9% |