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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,384 |
LPL FINANCIAL8+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $29,999 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,663 | $42,353-11.1% | $79,550-52.7% | $64,808-41.9% |
| Participation rate | 85.3% | 64.8%+20.5pp | 69.5%+15.8pp | 71.5%+13.8pp |
| Annual return | -17.13% | -12.24%-4.9pp | 0.16%-17.3pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,006 | $1,181-14.8% | $2,413-58.3% | $2,506-59.9% |
| Participant deferral / active EE | $5,303 | $3,170+67.3% | $3,985+33.1% | $4,310+23.0% |
| Admin fee / account holder | $109 | $160-31.6% | $6,832-98.4% | $188-41.9% |