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 4-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 | $15,311 |
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $10,249 |
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 | $20,517 | $76,050-73.0% | $96,544-78.7% | $71,457-71.3% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.4pp | 67.9%+31.5pp |
| Annual return | 18.27% | 22.81%-4.5pp | 25.84%-7.6pp | 28.85%-10.6pp |
| Employer contribution / active EE | $4,319 | $2,244+92.4% | $2,965+45.7% | $2,588+66.9% |
| Participant deferral / active EE | $3,711 | $4,215-12.0% | $4,851-23.5% | $4,289-13.5% |
| Admin fee / account holder | $138 | $2,707-94.9% | $8,252-98.3% | $1,587-91.3% |