See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,849 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Services | $0 |
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 | $14,459 | $106,028-86.4% | $146,958-90.2% | $77,643-81.4% |
| Participation rate | 91.4% | 78.4%+13.0pp | 82.2%+9.2pp | 70.6%+20.8pp |
| Annual return | 28.29% | 56.73%-28.4pp | 418.34%-390.0pp | 31.24%-2.9pp |
| Employer contribution / active EE | $1,791 | $4,063-55.9% | $4,933-63.7% | $2,726-34.3% |
| Participant deferral / active EE | $5,704 | $7,990-28.6% | $8,070-29.3% | $4,647+22.7% |
| Admin fee / account holder | $18 | $337-94.7% | $12,998-99.9% | $430-95.8% |