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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,757 |
LPL FINANCIAL6 years Service code 15 · EIN 04-3046611 | Recordkeeping | $12,794 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,233 | $61,156-83.3% | $185,823-94.5% | $79,386-87.1% |
| Participation rate | 91.4% | 66.6%+24.8pp | 81.7%+9.7pp | 70.7%+20.7pp |
| Annual return | 13.45% | 19.45%-6.0pp | 122.05%-108.6pp | 116.85%-103.4pp |
| Employer contribution / active EE | $932 | $2,321-59.8% | $5,167-82.0% | $2,427-61.6% |
| Participant deferral / active EE | $1,860 | $2,789-33.3% | $5,568-66.6% | $4,046-54.0% |
| Admin fee / account holder | $142 | $710-79.9% | $16,237-99.1% | $626-77.3% |