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 PO BOX 502533 · SAN DIEGO, CA 91250 | Advisory (Plan) | $34,777 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,506 |
STEPHEN HORN INSURANCE SERVICES9+ years Filed as: STEPHEN ELDRIDGE & COMPANY Service code 13 686CHESTNUT STREET · MANCHESTER, NH 03104 | Contract Administrator | $8,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
TD AMERITRADE, INC.9+ years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVE · OMAHA, NE 68154 | 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 | $108,446 | $77,899+39.2% | $149,673-27.5% | $75,163+44.3% |
| Participation rate | 90.7% | 65.6%+25.1pp | 78.8%+11.9pp | 67.2%+23.5pp |
| Annual return | 20.80% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,205 | $3,137-29.7% | $4,818-54.2% | $2,670-17.4% |
| Participant deferral / active EE | $4,107 | $3,411+20.4% | $5,680-27.7% | $4,125-0.4% |
| Admin fee / account holder | $377 | $5,956-93.7% | $13,210-97.1% | $5,651-93.3% |