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-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $56,618 |
LPL FINANCIAL5+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $29,999 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $34,773 | $40,174-13.4% | $84,015-58.6% | $67,579-48.5% |
| Participation rate | 81.0% | 62.7%+18.3pp | 69.0%+12.0pp | 71.3%+9.7pp |
| Annual return | 22.43% | 25.82%-3.4pp | 71.31%-48.9pp | 378.56%-356.1pp |
| Employer contribution / active EE | $651 | $808-19.3% | $1,983-67.2% | $2,148-69.7% |
| Participant deferral / active EE | $3,330 | $2,301+44.7% | $3,239+2.8% | $3,539-5.9% |
| Admin fee / account holder | $126 | $128-1.6% | $6,101-97.9% | $142-11.2% |