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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 15 · EIN 47-4777055 | Recordkeeping | $23,469 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,013 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,409 | $80,753-26.4% | $136,294-56.4% | $62,292-4.6% |
| Participation rate | 86.5% | 73.5%+13.0pp | 81.9%+4.6pp | 69.5%+17.0pp |
| Annual return | 19.12% | 35.83%-16.7pp | 5155.94%-5136.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $788 | $2,884-72.7% | $4,695-83.2% | $2,042-61.4% |
| Participant deferral / active EE | $5,827 | $5,164+12.8% | $6,247-6.7% | $3,169+83.9% |
| Admin fee / account holder | $295 | $525-43.9% | $9,243-96.8% | $479-38.5% |