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 FINANCIAL3 years Service code 15 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $26,200 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,246 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,822 | $65,435-11.6% | $86,677-33.3% | $66,914-13.6% |
| Participation rate | 75.7% | 75.5%+0.2pp | 76.6%-0.9pp | 69.8%+5.9pp |
| Annual return | -12.45% | -10.89%-1.6pp | 35.91%-48.4pp | 1.58%-14.0pp |
| Employer contribution / active EE | $844 | $2,153-60.8% | $2,836-70.2% | $2,544-66.8% |
| Participant deferral / active EE | $2,854 | $4,100-30.4% | $4,656-38.7% | $4,237-32.6% |
| Admin fee / account holder | $270 | $642-57.9% | $7,493-96.4% | $593-54.4% |