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 Filed as: LPL RETIREMENT PARTNERS Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $81,337 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $51,808 |
LPL FINANCIAL7 years Service code 26 · EIN 04-3046611 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Advisory (Participants) | $23,916 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,376 | $56,767-78.2% | $101,794-87.8% | $85,563-85.5% |
| Participation rate | 95.0% | 57.6%+37.4pp | 69.2%+25.8pp | 66.0%+29.0pp |
| Annual return | 18.84% | 17.76%+1.1pp | 30.53%-11.7pp | 31.51%-12.7pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,940 | $2,720+44.8% | $4,084-3.5% | $4,375-10.0% |
| Admin fee / account holder | $78 | $1,098-92.9% | $8,777-99.1% | $834-90.7% |