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 FINANCIAL6 years Service code 15 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $15,652 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,149 | $101,955-64.5% | $112,887-68.0% | $71,457-49.4% |
| Participation rate | 92.7% | 82.1%+10.6pp | 80.5%+12.2pp | 67.9%+24.8pp |
| Annual return | 17.55% | 28.92%-11.4pp | 34.10%-16.5pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,686 | $4,743-64.4% | $4,563-63.0% | $2,588-34.8% |
| Participant deferral / active EE | $3,558 | $6,771-47.4% | $6,513-45.4% | $4,289-17.0% |
| Admin fee / account holder | $182 | $1,395-87.0% | $7,047-97.4% | $1,587-88.6% |