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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,968 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
LPL FINANCIAL2+ 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 | $795 | $57,651-98.6% | $112,229-99.3% | $71,457-98.9% |
| Participation rate | 82.8% | 58.9%+23.9pp | 72.4%+10.4pp | 67.9%+14.9pp |
| Annual return | 18.13% | 18.32%-0.2pp | 30.20%-12.1pp | 28.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,430-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $423 | $2,863-85.2% | $4,798-91.2% | $4,289-90.1% |
| Admin fee / account holder | $14 | $1,581-99.1% | $7,748-99.8% | $1,587-99.1% |