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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,666 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $15,194 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,379 | $79,171-67.9% | $102,423-75.2% | $74,495-65.9% |
| Participation rate | 98.9% | 74.8%+24.1pp | 76.5%+22.4pp | 67.2%+31.7pp |
| Annual return | 11.25% | 54.93%-43.7pp | 29.32%-18.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $4,303 | $2,362+82.1% | $3,023+42.3% | $2,623+64.0% |
| Participant deferral / active EE | $4,007 | $4,415-9.2% | $5,053-20.7% | $4,346-7.8% |
| Admin fee / account holder | $179 | $2,001-91.1% | $9,451-98.1% | $1,942-90.8% |