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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,004 |
LPL FINANCIAL5 years Service code 15 · EIN 04-3046611 | Recordkeeping | $9,041 |
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).
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 | $8,687 | $58,879-85.2% | $178,490-95.1% | $73,488-88.2% |
| Participation rate | 87.7% | 66.2%+21.5pp | 81.9%+5.8pp | 70.7%+17.0pp |
| Annual return | 17.40% | 24.86%-7.5pp | 151.07%-133.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $738 | $2,236-67.0% | $5,011-85.3% | $2,270-67.5% |
| Participant deferral / active EE | $1,370 | $2,567-46.6% | $5,202-73.7% | $3,740-63.4% |
| Admin fee / account holder | $120 | $400-69.9% | $13,984-99.1% | $513-76.6% |