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 FINANCIAL5+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.5+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $0 |
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 | $92,442 | $89,652+3.1% | $141,162-34.5% | $65,185+41.8% |
| Participation rate | 91.1% | 74.7%+16.4pp | 82.5%+8.6pp | 70.2%+20.9pp |
| Annual return | 23.29% | 32.79%-9.5pp | 71.39%-48.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $6,203 | $3,065+102.4% | $4,735+31.0% | $2,177+185.0% |
| Participant deferral / active EE | $10,830 | $5,691+90.3% | $6,709+61.4% | $3,514+208.2% |
| Admin fee / account holder | $129 | $569-77.2% | $10,261-98.7% | $847-84.7% |