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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,352 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $6,429 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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 | $43,100 | $70,669-39.0% | $169,368-74.6% | $75,163-42.7% |
| Participation rate | 89.2% | 64.8%+24.4pp | 77.1%+12.0pp | 67.2%+22.0pp |
| Annual return | 14.54% | 36.36%-21.8pp | 405.60%-391.1pp | 160.62%-146.1pp |
| Employer contribution / active EE | $614 | $2,211-72.2% | $4,013-84.7% | $2,670-77.0% |
| Participant deferral / active EE | $3,981 | $4,311-7.6% | $6,221-36.0% | $4,125-3.5% |
| Admin fee / account holder | $234 | $5,402-95.7% | $9,003-97.4% | $5,651-95.9% |