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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,482 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $32,536 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,248 | $46,464+8.1% | $150,298-66.6% | $79,634-36.9% |
| Participation rate | 96.9% | 57.0%+39.9pp | 77.8%+19.1pp | 62.5%+34.4pp |
| Annual return | 17.03% | 27.89%-10.9pp | 62.79%-45.8pp | 36.46%-19.4pp |
| Employer contribution / active EE | $1,328 | $1,512-12.1% | $4,154-68.0% | $2,529-47.5% |
| Participant deferral / active EE | $5,088 | $2,157+135.9% | $5,453-6.7% | $3,835+32.7% |
| Admin fee / account holder | $189 | $891-78.8% | $14,116-98.7% | $1,002-81.1% |