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 FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 17 PO BOX 502533 · SAN DIEGO, CA 921502533 | Pension Consulting | $17,046 |
Service code 99 360 E BELTLINE STE 200 · GRAND RAPIDS, MI 49506 | Other Fees | $7,900 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 10 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Accounting | $1,875 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,438 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,322 | $82,664-58.5% | $125,339-72.6% | $68,494-49.9% |
| Participation rate | 70.7% | 75.0%-4.4pp | 82.4%-11.7pp | 67.9%+2.8pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $463 | $3,381-86.3% | $4,814-90.4% | $2,596-82.2% |
| Participant deferral / active EE | $2,232 | $6,110-63.5% | $7,446-70.0% | $4,027-44.6% |
| Admin fee / account holder | $46 | $6,275-99.3% | $10,010-99.5% | $5,403-99.1% |