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 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $37,930 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $24,289 |
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 | $76,339 | $101,317-24.7% | $146,958-48.1% | $74,495+2.5% |
| Participation rate | 76.2% | 75.5%+0.7pp | 82.2%-5.9pp | 67.2%+9.0pp |
| Annual return | 10.83% | 8730.91%-8720.1pp | 418.34%-407.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,984 | $3,810-21.7% | $4,933-39.5% | $2,623+13.8% |
| Participant deferral / active EE | $5,678 | $7,303-22.3% | $8,070-29.6% | $4,346+30.7% |
| Admin fee / account holder | $388 | $1,739-77.7% | $12,998-97.0% | $1,942-80.0% |