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 |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,992 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL FBO DAMON MARRA Service code 15 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $9,034 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $32,488 | $79,523-59.1% | $140,016-76.8% | $56,287-42.3% |
| Participation rate | 74.3% | 85.7%-11.4pp | 87.5%-13.2pp | 69.9%+4.5pp |
| Annual return | -2.11% | 2.39%-4.5pp | 651.12%-653.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,708 | $3,350-49.0% | $5,606-69.5% | $2,111-19.1% |
| Participant deferral / active EE | $2,994 | $5,129-41.6% | $6,927-56.8% | $3,350-10.6% |
| Admin fee / account holder | $132 | $614-78.6% | $10,705-98.8% | $521-74.7% |