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 FINANCIAL8 years Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $35,644 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,944 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,515 | $119,446-37.6% | $150,045-50.3% | $85,563-12.9% |
| Participation rate | 81.7% | 75.4%+6.3pp | 82.3%-0.6pp | 66.0%+15.8pp |
| Annual return | 18.51% | 23.72%-5.2pp | 62.55%-44.0pp | 31.51%-13.0pp |
| Employer contribution / active EE | $2,327 | $4,078-42.9% | $4,693-50.4% | $2,654-12.3% |
| Participant deferral / active EE | $3,146 | $7,985-60.6% | $7,997-60.7% | $4,375-28.1% |
| Admin fee / account holder | $190 | $548-65.4% | $13,435-98.6% | $834-77.3% |