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 FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 99 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $15,475 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,670 | $66,098-71.8% | $101,794-81.7% | $74,304-74.9% |
| Participation rate | 55.4% | 53.8%+1.6pp | 69.2%-13.8pp | 60.3%-5.0pp |
| Annual return | 12.59% | 19.59%-7.0pp | 30.53%-17.9pp | 29.43%-16.8pp |
| Employer contribution / active EE | $642 | $1,082-40.6% | $2,289-71.9% | $2,241-71.3% |
| Participant deferral / active EE | $1,173 | $2,781-57.8% | $4,084-71.3% | $3,767-68.9% |
| Admin fee / account holder | $152 | $4,146-96.3% | $8,777-98.3% | $2,969-94.9% |