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 | $40,446 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,211 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,523 | $88,083-65.3% | $164,813-81.5% | $74,495-59.0% |
| Participation rate | 96.7% | 73.0%+23.7pp | 78.6%+18.1pp | 67.2%+29.5pp |
| Annual return | 17.09% | 17.26%-0.2pp | 69.93%-52.8pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,405 | $4,498-24.3% | $6,031-43.5% | $4,346-21.6% |
| Admin fee / account holder | $167 | $2,234-92.5% | $12,690-98.7% | $1,942-91.4% |