See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL- RP Service code 26 · EIN 95-2834236 RP COMPENSATION PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $29,183 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,844 |
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 | $31,153 | $79,519-60.8% | $95,952-67.5% | $73,409-57.6% |
| Participation rate | 71.0% | 81.2%-10.2pp | 77.1%-6.1pp | 72.2%-1.2pp |
| Annual return | 38.68% | 19.20%+19.5pp | 91.61%-52.9pp | 59.29%-20.6pp |
| Employer contribution / active EE | $2,168 | $2,048+5.9% | $2,541-14.7% | $2,234-2.9% |
| Participant deferral / active EE | $4,018 | $4,138-2.9% | $4,167-3.6% | $3,805+5.6% |
| Admin fee / account holder | $154 | $184-16.2% | $6,795-97.7% | $158-2.2% |