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 | $17,395 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,365 |
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 | $114,034 | $93,571+21.9% | $135,903-16.1% | $75,163+51.7% |
| Participation rate | 98.4% | 75.2%+23.3pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 22.58% | 30.90%-8.3pp | 68.23%-45.6pp | 160.62%-138.0pp |
| Employer contribution / active EE | $18,196 | $3,537+414.5% | $4,856+274.7% | $2,670+581.6% |
| Participant deferral / active EE | $10,388 | $6,404+62.2% | $7,758+33.9% | $4,125+151.8% |
| Admin fee / account holder | $248 | $6,975-96.4% | $10,762-97.7% | $5,651-95.6% |