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 COMPENSATION Service code 15 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $44,330 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,576 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,644 | $88,122+21.0% | $141,162-24.5% | $67,579+57.8% |
| Participation rate | 94.7% | 76.5%+18.2pp | 82.5%+12.2pp | 71.3%+23.4pp |
| Annual return | 17.18% | 75.40%-58.2pp | 71.39%-54.2pp | 378.56%-361.4pp |
| Employer contribution / active EE | $3,273 | $3,224+1.5% | $4,735-30.9% | $2,148+52.4% |
| Participant deferral / active EE | $5,848 | $5,958-1.8% | $6,709-12.8% | $3,539+65.2% |
| Admin fee / account holder | $189 | $131+44.5% | $10,261-98.2% | $142+33.0% |