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 7-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,412 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $24,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,954 | $82,202-64.8% | $125,339-76.9% | $64,808-55.3% |
| Participation rate | 43.5% | 77.9%-34.4pp | 82.4%-38.9pp | 71.5%-28.0pp |
| Annual return | -16.76% | 3.48%-20.2pp | 572.05%-588.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,829 | $3,615-49.4% | $4,814-62.0% | $2,506-27.0% |
| Participant deferral / active EE | $4,521 | $7,175-37.0% | $7,446-39.3% | $4,310+4.9% |
| Admin fee / account holder | $275 | $163+68.5% | $10,010-97.3% | $188+46.5% |