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 FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $28,570 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,045 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $59,722 | $64,909-8.0% | $82,313-27.4% | $62,292-4.1% |
| Participation rate | 89.1% | 74.9%+14.2pp | 76.9%+12.2pp | 69.5%+19.6pp |
| Annual return | 17.92% | 21.18%-3.3pp | 25.88%-8.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $4,561 | $1,676+172.1% | $2,428+87.8% | $2,042+123.3% |
| Participant deferral / active EE | $3,762 | $3,103+21.2% | $3,706+1.5% | $3,169+18.7% |
| Admin fee / account holder | $196 | $440-55.4% | $5,608-96.5% | $479-59.1% |