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+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,225 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,998 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,699 | $45,152-12.1% | $73,843-46.2% | $59,632-33.4% |
| Participation rate | 94.7% | 64.0%+30.7pp | 73.4%+21.3pp | 68.7%+26.1pp |
| Annual return | -1.25% | 27.40%-28.6pp | 2267.84%-2269.1pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $5,140 | $1,902+170.3% | $2,787+84.4% | $2,203+133.3% |
| Participant deferral / active EE | $5,960 | $2,574+131.5% | $3,583+66.3% | $3,192+86.7% |
| Admin fee / account holder | $196 | $3,516-94.4% | $4,880-96.0% | $4,297-95.4% |