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 FINANCIAL10+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $34,976 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,463 |
SIKICH LLP1 year Filed as: SIKICH CPA, LLC Service code 15 · EIN 54-1172176 | Recordkeeping | $16,328 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,018 | $98,727-34.1% | $113,168-42.5% | $85,563-24.0% |
| Participation rate | 93.2% | 80.8%+12.4pp | 76.6%+16.6pp | 66.0%+27.2pp |
| Annual return | 16.57% | 17.43%-0.9pp | 24.27%-7.7pp | 31.51%-14.9pp |
| Employer contribution / active EE | $2,843 | $2,907-2.2% | $2,975-4.5% | $2,654+7.1% |
| Participant deferral / active EE | $4,128 | $5,424-23.9% | $5,107-19.2% | $4,375-5.6% |
| Admin fee / account holder | $135 | $357-62.2% | $12,068-98.9% | $834-83.9% |