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 10-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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,008 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 1504 EUREKA ROAD · ROSEVILLE, CA 95661 | Other Services | $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 | $50,371 | $55,706-9.6% | $75,886-33.6% | $72,985-31.0% |
| Participation rate | 98.7% | 61.1%+37.6pp | 69.3%+29.4pp | 69.5%+29.2pp |
| Annual return | 20.21% | 27.59%-7.4pp | 30.76%-10.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,948 | $1,687+15.5% | $2,500-22.1% | $2,440-20.2% |
| Participant deferral / active EE | $3,478 | $2,634+32.1% | $3,603-3.5% | $3,607-3.6% |
| Admin fee / account holder | $16 | $3,978-99.6% | $5,418-99.7% | $5,124-99.7% |