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 FINANCIAL6 years Service code 15 · EIN 04-3046611 | Recordkeeping | $14,399 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,607 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $7,890 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $6,656 |
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 | $11,588 | $81,908-85.9% | $90,749-87.2% | $64,808-82.1% |
| Participation rate | 88.6% | 80.5%+8.2pp | 75.7%+12.9pp | 71.5%+17.2pp |
| Annual return | -15.40% | -12.53%-2.9pp | -12.16%-3.2pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,193 | $3,065-61.1% | $2,921-59.2% | $2,506-52.4% |
| Participant deferral / active EE | $3,108 | $4,840-35.8% | $4,564-31.9% | $4,310-27.9% |
| Admin fee / account holder | $125 | $157-20.4% | $8,445-98.5% | $188-33.4% |