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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $41,830 |
LPL FINANCIAL4+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $29,999 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,107 | $35,485-12.3% | $74,550-58.3% | $55,725-44.2% |
| Participation rate | 73.1% | 62.5%+10.5pp | 69.1%+3.9pp | 70.9%+2.2pp |
| Annual return | -5.66% | 0.72%-6.4pp | 32.53%-38.2pp | 244.93%-250.6pp |
| Employer contribution / active EE | $616 | $777-20.8% | $1,961-68.6% | $2,078-70.4% |
| Participant deferral / active EE | $3,090 | $2,181+41.7% | $3,108-0.6% | $3,356-7.9% |
| Admin fee / account holder | $121 | $114+5.5% | $5,060-97.6% | $115+4.7% |