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 10-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,235 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $6,443 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,799 | $47,977-83.7% | $154,107-94.9% | $56,287-86.1% |
| Participation rate | 79.3% | 66.2%+13.1pp | 83.0%-3.8pp | 69.9%+9.4pp |
| Annual return | -6.25% | 3.54%-9.8pp | 735.12%-741.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $551 | $2,169-74.6% | $5,298-89.6% | $2,111-73.9% |
| Participant deferral / active EE | $988 | $2,392-58.7% | $5,081-80.6% | $3,350-70.5% |
| Admin fee / account holder | $125 | $438-71.6% | $13,411-99.1% | $521-76.1% |