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 Filed as: LPL FINANCIAL - CLIFFORD CADLE Service code 15 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $9,837 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,664 |
Participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,882 | $66,813-74.7% | $100,516-83.2% | $73,488-77.0% |
| Participation rate | 72.3% | 77.5%-5.2pp | 79.4%-7.1pp | 70.7%+1.6pp |
| Annual return | 14.03% | 25.70%-11.7pp | 30.89%-16.9pp | 28.51%-14.5pp |
| Employer contribution / active EE | $891 | $2,147-58.5% | $3,418-73.9% | $2,270-60.7% |
| Participant deferral / active EE | $1,495 | $5,883-74.6% | $6,270-76.2% | $3,740-60.0% |
| Admin fee / account holder | $141 | $512-72.4% | $8,081-98.2% | $513-72.4% |