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 FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $4,180 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,712 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,034 | $71,192+107.9% | $117,854+25.6% | $62,292+137.6% |
| Participation rate | 78.6% | 74.2%+4.3pp | 79.7%-1.1pp | 69.5%+9.1pp |
| Annual return | 16.35% | 18.66%-2.3pp | 335.08%-318.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,228 | $1,934+15.2% | $3,786-41.2% | $2,042+9.1% |
| Participant deferral / active EE | $2,499 | $3,189-21.6% | $4,482-44.2% | $3,169-21.1% |
| Admin fee / account holder | $50 | $587-91.5% | $8,020-99.4% | $479-89.6% |