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 FINANCIAL2 years Filed as: LPL FINANCIAL RP COMPENSATION Service code 15 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $60,645 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,516 |
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 | $112,275 | $100,801+11.4% | $149,696-25.0% | $73,409+52.9% |
| Participation rate | 97.6% | 77.7%+19.9pp | 82.5%+15.1pp | 72.2%+25.4pp |
| Annual return | 13.33% | 265.34%-252.0pp | 276.60%-263.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $3,290 | $3,312-0.6% | $4,644-29.2% | $2,234+47.3% |
| Participant deferral / active EE | $6,332 | $6,404-1.1% | $6,842-7.5% | $3,805+66.4% |
| Admin fee / account holder | $162 | $181-10.3% | $9,309-98.3% | $158+2.7% |