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 9-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 | $15,784 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,712 | $46,292-48.8% | $143,757-83.5% | $64,808-63.4% |
| Participation rate | 97.4% | 64.2%+33.2pp | 80.3%+17.1pp | 71.5%+25.9pp |
| Annual return | -16.27% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $419 | $1,910-78.1% | $4,951-91.5% | $2,506-83.3% |
| Participant deferral / active EE | $3,132 | $2,646+18.4% | $5,637-44.4% | $4,310-27.3% |
| Admin fee / account holder | $36 | $154-76.8% | $14,673-99.8% | $188-81.0% |