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 PROCE Service code 13 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Contract Administrator | $56,314 |
PAYCHEX, INC.4 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $6,593 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,816 | $82,202-1.7% | $125,339-35.5% | $64,808+24.7% |
| Participation rate | 96.1% | 77.9%+18.2pp | 82.4%+13.7pp | 71.5%+24.6pp |
| Annual return | -14.99% | 3.48%-18.5pp | 572.05%-587.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $3,237 | $3,615-10.5% | $4,814-32.8% | $2,506+29.2% |
| Participant deferral / active EE | $5,808 | $7,175-19.1% | $7,446-22.0% | $4,310+34.7% |
| Admin fee / account holder | $165 | $163+0.9% | $10,010-98.4% | $188-12.3% |