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 FINANCIAL3+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $23,604 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,938 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,259 | $53,901+47.0% | $134,143-40.9% | $73,488+7.9% |
| Participation rate | 85.1% | 62.8%+22.3pp | 72.2%+12.9pp | 70.7%+14.4pp |
| Annual return | 17.69% | 15.82%+1.9pp | 36.33%-18.6pp | 28.51%-10.8pp |
| Employer contribution / active EE | $2,028 | $1,458+39.1% | $3,704-45.2% | $2,270-10.7% |
| Participant deferral / active EE | $4,156 | $2,739+51.8% | $3,499+18.8% | $3,740+11.1% |
| Admin fee / account holder | $175 | $581-69.9% | $6,684-97.4% | $513-65.9% |