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 FINANCIAL8+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $19,410 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,795 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,546 | $53,806-33.9% | $61,491-42.2% | $68,494-48.1% |
| Participation rate | 97.8% | 72.5%+25.3pp | 79.3%+18.4pp | 67.9%+29.9pp |
| Annual return | -14.23% | -15.68%+1.5pp | -12.98%-1.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,378 | $3,218-26.1% | $4,246-44.0% | $2,596-8.4% |
| Participant deferral / active EE | $3,859 | $3,678+4.9% | $5,188-25.6% | $4,027-4.2% |
| Admin fee / account holder | $233 | $5,999-96.1% | $4,312-94.6% | $5,403-95.7% |