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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $59,960 |
LPL FINANCIAL6+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $30,020 |
ADP BROKER-DEALER6+ 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 | $40,451 | $64,286-37.1% | $90,951-55.5% | $73,409-44.9% |
| Participation rate | 83.4% | 63.6%+19.8pp | 69.0%+14.4pp | 72.2%+11.2pp |
| Annual return | 14.53% | 21.45%-6.9pp | 134.60%-120.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $758 | $895-15.2% | $2,122-64.3% | $2,234-66.0% |
| Participant deferral / active EE | $3,934 | $2,453+60.4% | $3,373+16.6% | $3,805+3.4% |
| Admin fee / account holder | $131 | $287-54.4% | $5,959-97.8% | $158-17.2% |