See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,723 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 1445 RESEARCH BLVD STE 340 · ROCKVILLE, MD 20850 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,950 | $84,487-57.4% | $125,339-71.3% | $66,914-46.3% |
| Participation rate | 26.9% | 76.4%-49.5pp | 82.4%-55.4pp | 69.8%-42.9pp |
| Annual return | -15.65% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,350 | $6,781-50.6% | $7,446-55.0% | $4,237-20.9% |
| Admin fee / account holder | $22 | $685-96.8% | $10,010-99.8% | $593-96.4% |