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 |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $51,819 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,331 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,647 | $65,908+33.0% | $81,812+7.1% | $77,643+12.9% |
| Participation rate | 98.8% | 65.8%+33.0pp | 72.3%+26.5pp | 70.6%+28.3pp |
| Annual return | 13.75% | 26.64%-12.9pp | 773.79%-760.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,652 | $2,370+11.9% | $2,912-8.9% | $2,726-2.7% |
| Participant deferral / active EE | $7,014 | $3,505+100.1% | $4,319+62.4% | $4,647+50.9% |
| Admin fee / account holder | $270 | $526-48.7% | $7,386-96.3% | $430-37.2% |