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 Service code 26 · EIN 04-3046611 RP COMPENSATION · SAN DIEGO, CA 92150 | Advisory (Participants) | $35,704 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,403 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,134 | $66,457-72.7% | $81,438-77.7% | $77,671-76.7% |
| Participation rate | 75.6% | 68.7%+6.8pp | 69.5%+6.1pp | 70.6%+5.0pp |
| Annual return | 12.24% | 15.93%-3.7pp | 24.74%-12.5pp | 31.21%-19.0pp |
| Employer contribution / active EE | $831 | $2,159-61.5% | $2,460-66.2% | $2,726-69.5% |
| Participant deferral / active EE | $1,874 | $3,679-49.1% | $3,883-51.7% | $4,648-59.7% |
| Admin fee / account holder | $120 | $583-79.4% | $5,764-97.9% | $430-72.1% |