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 FINANCIAL1 year Service code 15 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92150 | Recordkeeping | $13,095 |
PAYCHEX, INC.2+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $11,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,822 | $37,044+77.7% | $71,796-8.3% | $57,658+14.2% |
| Participation rate | 23.6% | 61.1%-37.5pp | 69.1%-45.5pp | 70.2%-46.7pp |
| Annual return | 8.01% | 12.64%-4.6pp | 78.04%-70.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $510 | $720-29.2% | $1,924-73.5% | $1,974-74.1% |
| Participant deferral / active EE | $989 | $1,974-49.9% | $2,794-64.6% | $3,061-67.7% |
| Admin fee / account holder | $286 | $101+183.7% | $4,815-94.1% | $95+202.9% |