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 FINANCIAL4+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.4+ 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 | $79,316 | $73,102+8.5% | $123,544-35.8% | $56,287+40.9% |
| Participation rate | 93.5% | 74.3%+19.2pp | 82.3%+11.2pp | 69.9%+23.6pp |
| Annual return | -6.31% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $4,537 | $2,977+52.4% | $4,628-2.0% | $2,111+114.9% |
| Participant deferral / active EE | $10,214 | $5,423+88.3% | $6,426+59.0% | $3,350+204.9% |
| Admin fee / account holder | $150 | $554-73.0% | $9,284-98.4% | $521-71.2% |