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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,004 |
WILLIAM BLAIR3+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $15,524 |
Service code 15 · EIN 23-3034388 | Recordkeeping | $5,634 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LION STREET FINANCIAL LLC Service code 49 610 LAKESIDE PARK · SOUTHAMPTON, PA 18966 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,887 | $96,458-82.5% | $136,294-87.6% | $77,958-78.3% |
| Participation rate | 29.5% | 75.4%-45.8pp | 81.9%-52.4pp | 71.6%-42.1pp |
| Annual return | 15.29% | 23.78%-8.5pp | 5155.94%-5140.6pp | 20.87%-5.6pp |
| Employer contribution / active EE | $229 | $3,144-92.7% | $4,695-95.1% | $2,310-90.1% |
| Participant deferral / active EE | $1,011 | $5,902-82.9% | $6,247-83.8% | $3,537-71.4% |
| Admin fee / account holder | $57 | $80-28.9% | $9,243-99.4% | $97-41.2% |