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 6-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,941 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $18,953 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,108 | $66,124-37.8% | $90,404-54.5% | $73,488-44.1% |
| Participation rate | 92.2% | 69.7%+22.5pp | 72.7%+19.5pp | 70.7%+21.5pp |
| Annual return | 13.75% | 17.65%-3.9pp | 1293.02%-1279.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,525 | $3,039+16.0% | $3,963-11.1% | $3,740-5.7% |
| Admin fee / account holder | $215 | $396-45.8% | $5,611-96.2% | $513-58.1% |