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+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.1+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $0 |
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 | $74,493 | $72,177+3.2% | $115,037-35.2% | $59,632+24.9% |
| Participation rate | 96.8% | 72.6%+24.3pp | 81.4%+15.4pp | 68.7%+28.1pp |
| Annual return | 0.51% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $6,383 | $2,841+124.7% | $4,608+38.5% | $2,203+189.8% |
| Participant deferral / active EE | $11,372 | $4,783+137.8% | $6,026+88.7% | $3,192+256.3% |
| Admin fee / account holder | $132 | $4,927-97.3% | $8,175-98.4% | $4,297-96.9% |