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 FINANCIAL4 years Service code 15 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $32,250 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,954 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,717 | $91,407-23.7% | $135,903-48.7% | $71,457-2.4% |
| Participation rate | 73.7% | 75.7%-1.9pp | 81.9%-8.2pp | 67.9%+5.8pp |
| Annual return | 13.36% | 29.90%-16.5pp | 68.23%-54.9pp | 28.85%-15.5pp |
| Employer contribution / active EE | $2,733 | $3,703-26.2% | $4,856-43.7% | $2,588+5.6% |
| Participant deferral / active EE | $5,216 | $7,092-26.5% | $7,758-32.8% | $4,289+21.6% |
| Admin fee / account holder | $349 | $1,266-72.4% | $10,762-96.8% | $1,587-78.0% |