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 FINANCIAL5+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $30,006 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,938 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,991 | $55,636+31.2% | $81,983-11.0% | $73,488-0.7% |
| Participation rate | 97.3% | 62.3%+35.1pp | 69.2%+28.1pp | 70.7%+26.7pp |
| Annual return | 15.04% | 19.07%-4.0pp | 41.31%-26.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,241 | $1,625+37.9% | $2,498-10.3% | $2,270-1.3% |
| Participant deferral / active EE | $7,519 | $2,762+172.2% | $3,722+102.0% | $3,740+101.1% |
| Admin fee / account holder | $291 | $493-40.9% | $5,664-94.9% | $513-43.2% |