Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $6,737 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,425 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,231 | $44,984-72.8% | $85,009-85.6% | $74,546-83.6% |
| Participation rate | 95.8% | 49.4%+46.4pp | 67.5%+28.3pp | 67.2%+28.6pp |
| Annual return | 13.38% | 26.25%-12.9pp | 66.47%-53.1pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $1,865 | $1,458+27.9% | $2,728-31.6% | $2,624-28.9% |
| Participant deferral / active EE | $2,905 | $2,733+6.3% | $4,522-35.7% | $4,347-33.2% |
| Admin fee / account holder | $83 | $2,208-96.3% | $6,153-98.7% | $1,944-95.7% |