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 7-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 FINANCIAL1+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $18,055 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $54,349 | $44,221+22.9% | $121,196-55.2% | $56,287-3.4% |
| Participation rate | 75.9% | 61.1%+14.8pp | 71.7%+4.1pp | 69.9%+6.0pp |
| Annual return | -5.80% | -3.58%-2.2pp | 16.93%-22.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,686 | $1,480+13.9% | $4,022-58.1% | $2,111-20.1% |
| Participant deferral / active EE | $3,451 | $2,521+36.9% | $3,344+3.2% | $3,350+3.0% |
| Admin fee / account holder | $136 | $480-71.7% | $5,019-97.3% | $521-73.9% |