See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL RPCP Service code 27 PO BOX 502533 · SAN DIEGO, CA 91250 | Advisory (Plan) | $37,381 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,750 |
STEPHEN HORN INSURANCE SERVICES10+ years Filed as: STEPHEN ELDRIDGE & COMPANY Service code 13 686CHESTNUT STREET · MANCHESTER, NH 03104 | Contract Administrator | $8,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,819 | $81,248+77.0% | $155,509-7.5% | $80,856+77.9% |
| Participation rate | 86.5% | 66.2%+20.3pp | 78.2%+8.3pp | 67.6%+18.8pp |
| Annual return | 31.56% | 33.31%-1.7pp | 64.67%-33.1pp | 35.59%-4.0pp |
| Employer contribution / active EE | $2,268 | $3,100-26.8% | $4,672-51.5% | $2,755-17.7% |
| Participant deferral / active EE | $3,868 | $3,452+12.1% | $5,626-31.3% | $4,296-10.0% |
| Admin fee / account holder | $436 | $7,997-94.5% | $15,912-97.3% | $6,918-93.7% |