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 9-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,087 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,212 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $961 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $56 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,256 | $55,415-90.5% | $155,509-96.6% | $74,495-92.9% |
| Participation rate | 88.3% | 61.9%+26.4pp | 78.2%+10.1pp | 67.2%+21.1pp |
| Annual return | 18.79% | 268.50%-249.7pp | 64.67%-45.9pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,658 | $2,836-41.5% | $5,626-70.5% | $4,346-61.8% |
| Admin fee / account holder | $77 | $1,738-95.6% | $15,912-99.5% | $1,942-96.1% |