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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $64,163 |
NAVIQUANT1 year Filed as: NAVIQUANT LLC Service code 15 · EIN 92-2797861 | Recordkeeping | $17,589 |
LPL FINANCIAL9+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $14,958 |
ADP BROKER-DEALER9+ 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 | $44,285 | $53,165-16.7% | $86,188-48.6% | $74,419-40.5% |
| Participation rate | 85.4% | 64.9%+20.5pp | 69.0%+16.4pp | 70.7%+14.6pp |
| Annual return | 18.72% | 22.64%-3.9pp | 1168.45%-1149.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $1,056 | $1,210-12.7% | $2,380-55.6% | $2,637-60.0% |
| Participant deferral / active EE | $5,603 | $3,234+73.2% | $3,985+40.6% | $4,528+23.7% |
| Admin fee / account holder | $113 | $551-79.5% | $6,852-98.3% | $348-67.4% |