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 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $6,404 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,338 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,285 | $73,638-26.3% | $95,952-43.4% | $73,488-26.1% |
| Participation rate | 89.5% | 76.2%+13.3pp | 77.1%+12.4pp | 70.7%+18.8pp |
| Annual return | 9.56% | 16.78%-7.2pp | 91.61%-82.1pp | 28.51%-19.0pp |
| Employer contribution / active EE | $268 | $1,863-85.6% | $2,541-89.4% | $2,270-88.2% |
| Participant deferral / active EE | $2,620 | $3,617-27.6% | $4,167-37.1% | $3,740-29.9% |
| Admin fee / account holder | $69 | $482-85.7% | $6,795-99.0% | $513-86.6% |