See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 26 · EIN 04-3046611 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Advisory (Participants) | $19,244 |
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,044 | $80,724-67.7% | $103,333-74.8% | $74,495-65.0% |
| Participation rate | 68.8% | 65.7%+3.1pp | 74.5%-5.7pp | 67.2%+1.6pp |
| Annual return | 14.30% | 27.56%-13.3pp | 24.88%-10.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,981 | $3,157-37.3% | $3,868-48.8% | $2,623-24.5% |
| Participant deferral / active EE | $3,338 | $3,860-13.5% | $5,057-34.0% | $4,346-23.2% |
| Admin fee / account holder | $135 | $2,368-94.3% | $8,355-98.4% | $1,942-93.0% |