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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,600 |
LPL FINANCIAL1+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $13,623 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,574 | $51,244-57.9% | $80,975-73.4% | $55,167-60.9% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.0%+24.3pp |
| Annual return | 19.67% | 17.39%+2.3pp | 17.10%+2.6pp | 169.23%-149.6pp |
| Employer contribution / active EE | $3,719 | $1,770+110.1% | $3,714+0.1% | $1,963+89.5% |
| Participant deferral / active EE | $7,157 | $4,418+62.0% | $5,696+25.6% | $3,054+134.3% |
| Admin fee / account holder | $201 | $398-49.5% | $5,516-96.4% | $504-60.1% |