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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,082 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $31,903 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,723 | $95,274-67.8% | $135,903-77.4% | $74,419-58.7% |
| Participation rate | 55.0% | 78.2%-23.2pp | 81.9%-26.9pp | 70.7%-15.7pp |
| Annual return | 25.55% | 32.77%-7.2pp | 68.23%-42.7pp | 34.38%-8.8pp |
| Employer contribution / active EE | $2,338 | $3,874-39.7% | $4,856-51.9% | $2,637-11.4% |
| Participant deferral / active EE | $5,021 | $7,782-35.5% | $7,758-35.3% | $4,528+10.9% |
| Admin fee / account holder | $245 | $266-7.8% | $10,762-97.7% | $348-29.5% |