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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,559 |
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $11,156 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,479 | $53,165-59.6% | $86,188-75.1% | $74,419-71.1% |
| Participation rate | 21.6% | 64.9%-43.2pp | 69.0%-47.3pp | 70.7%-49.1pp |
| Annual return | 17.05% | 22.64%-5.6pp | 1168.45%-1151.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $495 | $1,210-59.1% | $2,380-79.2% | $2,637-81.2% |
| Participant deferral / active EE | $939 | $3,234-71.0% | $3,985-76.4% | $4,528-79.3% |
| Admin fee / account holder | $200 | $551-63.8% | $6,852-97.1% | $348-42.6% |