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 PROCE Service code 15 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $25,109 |
MMA SECURITIES LLC1 year Service code 15 P.O. BOX 9496 · NEW YORK, NY 10087 | Recordkeeping | $12,333 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,693 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,485 | $91,407+20.9% | $135,903-18.7% | $71,457+54.6% |
| Participation rate | 98.0% | 75.7%+22.3pp | 81.9%+16.1pp | 67.9%+30.0pp |
| Annual return | 16.24% | 29.90%-13.7pp | 68.23%-52.0pp | 28.85%-12.6pp |
| Employer contribution / active EE | $3,438 | $3,703-7.2% | $4,856-29.2% | $2,588+32.9% |
| Participant deferral / active EE | $6,150 | $7,092-13.3% | $7,758-20.7% | $4,289+43.4% |
| Admin fee / account holder | $148 | $1,266-88.3% | $10,762-98.6% | $1,587-90.7% |