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 FINANCIAL5 years Service code 15 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $14,693 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,219 | $99,016-71.5% | $93,789-69.9% | $66,914-57.8% |
| Participation rate | 94.9% | 82.1%+12.8pp | 81.0%+13.9pp | 69.8%+25.1pp |
| Annual return | -16.99% | -14.59%-2.4pp | -11.33%-5.7pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,682 | $4,769-64.7% | $4,323-61.1% | $2,544-33.9% |
| Participant deferral / active EE | $3,654 | $6,689-45.4% | $6,094-40.0% | $4,237-13.8% |
| Admin fee / account holder | $171 | $477-64.1% | $7,195-97.6% | $593-71.1% |