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 FINANCIAL7+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $21,268 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,505 |
ADP BROKER-DEALER7+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,664 | $86,286-34.3% | $111,297-49.1% | $85,850-34.0% |
| Participation rate | 91.5% | 73.3%+18.2pp | 77.3%+14.2pp | 69.3%+22.2pp |
| Annual return | 10.96% | 19.99%-9.0pp | 54.65%-43.7pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,991 | $2,043-2.5% | $2,731-27.1% | $2,565-22.4% |
| Participant deferral / active EE | $5,310 | $3,641+45.8% | $4,487+18.3% | $3,952+34.4% |
| Admin fee / account holder | $313 | $8,188-96.2% | $7,964-96.1% | $6,260-95.0% |