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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,115 |
LPL FINANCIAL6+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $16,629 |
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 | $13,007 | $73,823-82.4% | $379,746-96.6% | $73,488-82.3% |
| Participation rate | 90.4% | 73.1%+17.3pp | 78.4%+12.0pp | 70.7%+19.8pp |
| Annual return | 15.47% | 29.06%-13.6pp | 34.90%-19.4pp | 28.51%-13.0pp |
| Employer contribution / active EE | $691 | $2,472-72.0% | $3,540-80.5% | $2,270-69.5% |
| Participant deferral / active EE | $2,088 | $4,038-48.3% | $6,024-65.3% | $3,740-44.2% |
| Admin fee / account holder | $176 | $607-71.0% | $7,927-97.8% | $513-65.7% |