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 5-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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $50,728 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,900 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,661 | $88,890-36.3% | $102,423-44.7% | $77,643-27.0% |
| Participation rate | 48.5% | 80.9%-32.4pp | 76.5%-28.0pp | 70.6%-22.1pp |
| Annual return | 17.26% | 24.98%-7.7pp | 29.32%-12.1pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,526 | $2,698-43.4% | $3,023-49.5% | $2,726-44.0% |
| Participant deferral / active EE | $3,640 | $5,145-29.3% | $5,053-28.0% | $4,647-21.7% |
| Admin fee / account holder | $261 | $235+10.8% | $9,451-97.2% | $430-39.4% |