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 FINANCIAL1 year Filed as: LPL RETIREMENT PARTNERS Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $38,172 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $29,779 |
LPL FINANCIAL6 years Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $7,385 |
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 | $96,099 | $100,923-4.8% | $150,045-36.0% | $74,304+29.3% |
| Participation rate | 76.5% | 70.1%+6.4pp | 82.3%-5.8pp | 60.3%+16.2pp |
| Annual return | 13.32% | 51.77%-38.4pp | 62.55%-49.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $3,419 | $3,463-1.3% | $4,693-27.1% | $2,241+52.6% |
| Participant deferral / active EE | $6,173 | $6,709-8.0% | $7,997-22.8% | $3,767+63.9% |
| Admin fee / account holder | $479 | $2,767-82.7% | $13,435-96.4% | $2,969-83.8% |