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 | $50,982-1.4% | $154,803-67.5% | $85,563-41.3% |
| Participation rate | 96.9% | 59.8%+37.1pp | 78.1%+18.8pp | 66.0%+30.9pp |
| Annual return | 17.03% | 30.35%-13.3pp | 58.88%-41.9pp | 31.51%-14.5pp |
| Employer contribution / active EE | $1,328 | $1,708-22.2% | $4,305-69.1% | $2,654-49.9% |
| Participant deferral / active EE | $5,088 | $2,474+105.6% | $5,540-8.2% | $4,375+16.3% |
| Admin fee / account holder | $189 | $846-77.6% | $14,329-98.7% | $834-77.3% |