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 FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $11,775 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,800 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,098 | $91,407-63.8% | $135,903-75.6% | $71,457-53.7% |
| Participation rate | 93.7% | 75.7%+18.0pp | 81.9%+11.8pp | 67.9%+25.7pp |
| Annual return | 43.69% | 29.90%+13.8pp | 68.23%-24.5pp | 28.85%+14.8pp |
| Employer contribution / active EE | $5,073 | $3,703+37.0% | $4,856+4.5% | $2,588+96.0% |
| Participant deferral / active EE | $8,766 | $7,092+23.6% | $7,758+13.0% | $4,289+104.4% |
| Admin fee / account holder | $55 | $1,266-95.6% | $10,762-99.5% | $1,587-96.5% |