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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.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $14,172 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,050 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,356 | $89,739-76.2% | $149,718-85.7% | $62,292-65.7% |
| Participation rate | 97.4% | 85.1%+12.3pp | 87.1%+10.3pp | 69.5%+27.9pp |
| Annual return | 19.94% | 21.01%-1.1pp | 1501.63%-1481.7pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,063 | $3,233-36.2% | $5,445-62.1% | $2,042+1.0% |
| Participant deferral / active EE | $3,597 | $4,797-25.0% | $6,569-45.2% | $3,169+13.5% |
| Admin fee / account holder | $96 | $551-82.6% | $11,283-99.1% | $479-80.0% |