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 FINANCIAL- RP Service code 26 · EIN 95-2834236 RP COMPENSATION PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $11,930 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,923 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,407 | $59,186-65.5% | $76,768-73.4% | $56,287-63.7% |
| Participation rate | 83.9% | 75.2%+8.7pp | 77.0%+7.0pp | 69.9%+14.1pp |
| Annual return | -7.30% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.7pp |
| Employer contribution / active EE | $2,664 | $1,759+51.5% | $2,485+7.2% | $2,111+26.2% |
| Participant deferral / active EE | $5,376 | $3,255+65.2% | $3,852+39.6% | $3,350+60.5% |
| Admin fee / account holder | $152 | $489-68.9% | $6,675-97.7% | $521-70.8% |