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 3-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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,160 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 75 STATE STREET · WEST COVINA, CA 91792 | Other Services | $0 |
Participant 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 | $364 | $62,603-99.4% | $104,294-99.7% | $66,914-99.5% |
| Participation rate | 74.2% | 59.6%+14.6pp | 73.3%+0.9pp | 69.8%+4.4pp |
| Annual return | 0.00% | -14.70%+14.7pp | 24.61%-24.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,972-100.0% | $3,372-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $318 | $2,853-88.9% | $4,625-93.1% | $4,237-92.5% |
| Admin fee / account holder | $6 | $656-99.1% | $7,339-99.9% | $593-99.0% |