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 FINANCIAL2+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $20,201 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $988 |
ADP BROKER-DEALER2+ 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 | $68,531 | $46,722+46.7% | $130,648-47.5% | $65,185+5.1% |
| Participation rate | 85.8% | 60.9%+24.9pp | 71.7%+14.1pp | 70.2%+15.6pp |
| Annual return | 23.21% | 24.17%-1.0pp | 1708.96%-1685.7pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,887 | $1,488+26.8% | $4,092-53.9% | $2,177-13.3% |
| Participant deferral / active EE | $3,853 | $2,545+51.4% | $3,603+6.9% | $3,514+9.7% |
| Admin fee / account holder | $154 | $453-66.1% | $5,464-97.2% | $847-81.9% |