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 FINANCIAL6+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $20,180 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,450 |
ADP BROKER-DEALER6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,451 | $78,422-30.6% | $95,952-43.3% | $79,858-31.8% |
| Participation rate | 86.2% | 73.5%+12.7pp | 77.1%+9.1pp | 69.6%+16.6pp |
| Annual return | 17.76% | 19.37%-1.6pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,730 | $1,945-11.0% | $2,541-31.9% | $2,471-30.0% |
| Participant deferral / active EE | $4,291 | $3,440+24.7% | $4,167+3.0% | $3,740+14.7% |
| Admin fee / account holder | $305 | $5,622-94.6% | $6,795-95.5% | $5,306-94.3% |