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 - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.3+ 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 | $88,906 | $80,753+10.1% | $136,294-34.8% | $62,292+42.7% |
| Participation rate | 90.6% | 73.5%+17.0pp | 81.9%+8.7pp | 69.5%+21.1pp |
| Annual return | 20.72% | 35.83%-15.1pp | 5155.94%-5135.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $3,442 | $2,884+19.4% | $4,695-26.7% | $2,042+68.5% |
| Participant deferral / active EE | $9,526 | $5,164+84.5% | $6,247+52.5% | $3,169+200.6% |
| Admin fee / account holder | $151 | $525-71.2% | $9,243-98.4% | $479-68.5% |