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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,843 |
LPL FINANCIAL7 years Service code 15 · EIN 04-3046611 | Recordkeeping | $12,968 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,215 | $65,061-76.6% | $143,757-89.4% | $66,914-77.3% |
| Participation rate | 89.5% | 65.2%+24.3pp | 80.3%+9.2pp | 69.8%+19.7pp |
| Annual return | -16.89% | -11.14%-5.8pp | -0.04%-16.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $964 | $2,361-59.2% | $4,951-80.5% | $2,544-62.1% |
| Participant deferral / active EE | $2,060 | $2,919-29.4% | $5,637-63.5% | $4,237-51.4% |
| Admin fee / account holder | $287 | $502-42.8% | $14,673-98.0% | $593-51.6% |