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 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $18,050 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $14,726 |
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 | $148,285 | $66,302+123.6% | $110,238+34.5% | $56,287+163.4% |
| Participation rate | 84.3% | 74.9%+9.4pp | 79.8%+4.5pp | 69.9%+14.4pp |
| Annual return | 10.77% | -1.18%+11.9pp | 314.74%-304.0pp | -9.96%+20.7pp |
| Employer contribution / active EE | $2,453 | $2,047+19.8% | $3,826-35.9% | $2,111+16.2% |
| Participant deferral / active EE | $3,262 | $3,381-3.5% | $4,672-30.2% | $3,350-2.6% |
| Admin fee / account holder | $249 | $698-64.3% | $8,547-97.1% | $521-52.2% |