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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,665 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 · EIN 11-6781829 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,686 | $81,625+6.2% | $167,512-48.3% | $74,304+16.7% |
| Participation rate | 63.5% | 60.0%+3.5pp | 77.1%-13.6pp | 60.3%+3.2pp |
| Annual return | 12.84% | 26.09%-13.3pp | 1615.79%-1603.0pp | 29.43%-16.6pp |
| Employer contribution / active EE | $964 | $2,010-52.1% | $3,882-75.2% | $2,241-57.0% |
| Participant deferral / active EE | $3,277 | $4,115-20.4% | $6,405-48.8% | $3,767-13.0% |
| Admin fee / account holder | $31 | $3,474-99.1% | $9,769-99.7% | $2,969-99.0% |