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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,373 |
LPL FINANCIAL7+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $29,979 |
ADP BROKER-DEALER7+ 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 | $46,803 | $50,956-8.1% | $96,562-51.5% | $86,799-46.1% |
| Participation rate | 86.8% | 65.2%+21.6pp | 69.8%+17.0pp | 72.3%+14.5pp |
| Annual return | 16.14% | 21.27%-5.1pp | 37.78%-21.6pp | 97.91%-81.8pp |
| Employer contribution / active EE | $1,047 | $1,111-5.7% | $2,356-55.6% | $2,405-56.5% |
| Participant deferral / active EE | $5,555 | $2,954+88.0% | $3,849+44.3% | $4,131+34.5% |
| Admin fee / account holder | $111 | $166-33.0% | $6,181-98.2% | $170-34.4% |