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 | $6,075 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 399 GROVE ST · GLENCOE, IL 60022 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,224 | $93,182-9.6% | $146,665-42.6% | $79,386+6.1% |
| Participation rate | 97.8% | 76.4%+21.4pp | 80.1%+17.7pp | 70.7%+27.1pp |
| Annual return | 20.84% | 21.61%-0.8pp | 22.74%-1.9pp | 116.85%-96.0pp |
| Employer contribution / active EE | $3,729 | $2,420+54.1% | $4,136-9.9% | $2,427+53.6% |
| Participant deferral / active EE | $5,405 | $4,169+29.6% | $5,506-1.8% | $4,046+33.6% |
| Admin fee / account holder | $31 | $585-94.7% | $10,280-99.7% | $626-95.0% |