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 FINANCIAL3 years Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $36,177 |
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $26,123 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,694 | $82,978+2.1% | $129,995-34.8% | $71,457+18.5% |
| Participation rate | 75.7% | 74.1%+1.6pp | 78.5%-2.8pp | 67.9%+7.8pp |
| Annual return | 20.71% | 20.60%+0.1pp | -137.18%+157.9pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,509 | $2,622-4.3% | $4,320-41.9% | $2,588-3.0% |
| Participant deferral / active EE | $4,647 | $4,432+4.9% | $5,820-20.1% | $4,289+8.4% |
| Admin fee / account holder | $529 | $1,729-69.4% | $10,614-95.0% | $1,587-66.7% |