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 |
|---|---|---|
LPL FINANCIAL3+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $25,424 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,206 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,414 | $42,396+16.6% | $67,313-26.6% | $56,287-12.2% |
| Participation rate | 97.7% | 61.0%+36.7pp | 69.1%+28.6pp | 69.9%+27.9pp |
| Annual return | -2.05% | -36.63%+34.6pp | -4.08%+2.0pp | -9.96%+7.9pp |
| Employer contribution / active EE | $2,083 | $1,414+47.3% | $2,566-18.8% | $2,111-1.3% |
| Participant deferral / active EE | $6,890 | $2,360+192.0% | $3,568+93.1% | $3,350+105.7% |
| Admin fee / account holder | $370 | $510-27.4% | $4,507-91.8% | $521-29.0% |