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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $79,048 |
LPL FINANCIAL4 years Service code 15 · EIN 04-3046611 | Recordkeeping | $20,897 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,132 | $52,208-55.7% | $86,612-73.3% | $74,419-68.9% |
| Participation rate | 87.1% | 66.3%+20.8pp | 71.7%+15.4pp | 70.7%+16.4pp |
| Annual return | 16.05% | 44.46%-28.4pp | 591.07%-575.0pp | 34.38%-18.3pp |
| Employer contribution / active EE | $13 | $2,282-99.4% | $3,022-99.6% | $2,637-99.5% |
| Participant deferral / active EE | $2,964 | $3,383-12.4% | $4,438-33.2% | $4,528-34.5% |
| Admin fee / account holder | $251 | $319-21.2% | $5,614-95.5% | $348-27.8% |