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 6-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,339 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Other Services | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,538 | $81,248-93.2% | $155,509-96.4% | $80,856-93.2% |
| Participation rate | 94.5% | 66.2%+28.3pp | 78.2%+16.3pp | 67.6%+26.9pp |
| Annual return | 14.18% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,232 | $3,100-60.3% | $4,672-73.6% | $2,755-55.3% |
| Participant deferral / active EE | $3,106 | $3,452-10.0% | $5,626-44.8% | $4,296-27.7% |
| Admin fee / account holder | $24 | $7,997-99.7% | $15,912-99.9% | $6,918-99.7% |