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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,585 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $21,720 |
ADP BROKER-DEALER4+ 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 | $15,485 | $47,722-67.6% | $82,719-81.3% | $64,808-76.1% |
| Participation rate | 88.8% | 67.6%+21.1pp | 72.6%+16.2pp | 71.5%+17.3pp |
| Annual return | -16.94% | -13.05%-3.9pp | 701.18%-718.1pp | 32.82%-49.8pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,284 | $3,329-31.4% | $4,395-48.0% | $4,310-47.0% |
| Admin fee / account holder | $177 | $143+24.2% | $5,329-96.7% | $188-5.5% |