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 Service code 15 · EIN 04-3046611 | Recordkeeping | $19,898 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,916 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,475 | $62,586-28.9% | $76,768-42.1% | $64,186-30.7% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -4.38% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,349 | $1,832-26.4% | $2,485-45.7% | $2,381-43.4% |
| Participant deferral / active EE | $2,926 | $3,145-7.0% | $3,852-24.0% | $3,470-15.7% |
| Admin fee / account holder | $300 | $4,667-93.6% | $6,675-95.5% | $4,888-93.9% |