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 9-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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $8,838 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,295 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,541 | $58,208-64.7% | $81,812-74.9% | $80,856-74.6% |
| Participation rate | 94.9% | 63.4%+31.5pp | 72.3%+22.6pp | 67.6%+27.3pp |
| Annual return | 13.69% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $824 | $2,340-64.8% | $2,912-71.7% | $2,755-70.1% |
| Participant deferral / active EE | $2,017 | $3,281-38.5% | $4,319-53.3% | $4,296-53.1% |
| Admin fee / account holder | $97 | $4,981-98.1% | $7,386-98.7% | $6,918-98.6% |