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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,445 |
LPL FINANCIAL8 years Service code 15 · EIN 04-3046611 | Recordkeeping | $13,544 |
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 | $19,969 | $61,272-67.4% | $149,673-86.7% | $71,457-72.1% |
| Participation rate | 91.4% | 62.5%+28.9pp | 78.8%+12.6pp | 67.9%+23.5pp |
| Annual return | 15.53% | 35.85%-20.3pp | 134.42%-118.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,144 | $2,378-51.9% | $4,818-76.3% | $2,588-55.8% |
| Participant deferral / active EE | $2,637 | $2,917-9.6% | $5,680-53.6% | $4,289-38.5% |
| Admin fee / account holder | $231 | $1,261-81.7% | $13,210-98.2% | $1,587-85.4% |