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 FINANCIAL6+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,044 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,387 | $60,124-11.2% | $90,404-40.9% | $79,858-33.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.04% | 71.94%-52.9pp | 1293.02%-1274.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $4,997 | $2,068+141.7% | $3,262+53.2% | $2,471+102.3% |
| Participant deferral / active EE | $7,064 | $2,938+140.4% | $3,963+78.2% | $3,740+88.9% |
| Admin fee / account holder | $159 | $3,976-96.0% | $5,611-97.2% | $5,306-97.0% |