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 FINANCIAL5+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $18,448 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,655 |
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 | $47,547 | $72,492-34.4% | $87,100-45.4% | $72,985-34.9% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 19.23% | 24.46%-5.2pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,330 | $1,894-29.8% | $2,521-47.3% | $2,440-45.5% |
| Participant deferral / active EE | $3,822 | $3,270+16.9% | $4,049-5.6% | $3,607+5.9% |
| Admin fee / account holder | $263 | $5,055-94.8% | $7,497-96.5% | $5,124-94.9% |