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 4-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 | $62,272 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $45,890 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 15 · EIN 42-1445429 | Recordkeeping | $30,795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,624 | $47,126-5.3% | $149,673-70.2% | $74,419-40.0% |
| Participation rate | 93.2% | 63.4%+29.8pp | 78.8%+14.4pp | 70.7%+22.5pp |
| Annual return | 24.52% | 22.75%+1.8pp | 134.42%-109.9pp | 34.38%-9.9pp |
| Employer contribution / active EE | $3,033 | $1,905+59.2% | $4,818-37.1% | $2,637+15.0% |
| Participant deferral / active EE | $5,440 | $2,728+99.4% | $5,680-4.2% | $4,528+20.1% |
| Admin fee / account holder | $281 | $343-18.1% | $13,210-97.9% | $348-19.3% |