Filed October 5, 2022
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 |
|---|---|---|
LPL FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $18,000 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,612 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,717 | $53,925-20.8% | $75,670-43.5% | $69,631-38.7% |
| Participation rate | 89.9% | 71.2%+18.7pp | 72.3%+17.5pp | 70.7%+19.2pp |
| Annual return | 20.92% | 17.84%+3.1pp | 27.34%-6.4pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $1,577 | $1,802-12.5% | $2,352-32.9% | $2,032-22.4% |
| Participant deferral / active EE | $2,919 | $2,569+13.6% | $3,142-7.1% | $3,224-9.5% |
| Admin fee / account holder | $78 | $97-19.4% | $5,800-98.7% | $110-29.2% |