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 FINANCIAL9+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,164 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,022 | $57,281-2.2% | $86,612-35.3% | $75,163-25.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.43% | 2670.75%-2651.3pp | 591.07%-571.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $5,511 | $2,314+138.1% | $3,022+82.3% | $2,670+106.4% |
| Participant deferral / active EE | $6,981 | $3,318+110.4% | $4,438+57.3% | $4,125+69.2% |
| Admin fee / account holder | $169 | $4,112-95.9% | $5,614-97.0% | $5,651-97.0% |