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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,741 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $17,917 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $26,536 | $91,407-71.0% | $135,903-80.5% | $71,457-62.9% |
| Participation rate | 91.1% | 75.7%+15.4pp | 81.9%+9.2pp | 67.9%+23.2pp |
| Annual return | 18.20% | 29.90%-11.7pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,748 | $3,703-52.8% | $4,856-64.0% | $2,588-32.4% |
| Participant deferral / active EE | $3,992 | $7,092-43.7% | $7,758-48.5% | $4,289-6.9% |
| Admin fee / account holder | $218 | $1,266-82.7% | $10,762-98.0% | $1,587-86.2% |