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 FINANCIAL6+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.6+ 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 | $97,391 | $99,957-2.6% | $149,696-34.9% | $73,488+32.5% |
| Participation rate | 95.3% | 75.7%+19.6pp | 82.5%+12.8pp | 70.7%+24.6pp |
| Annual return | 18.85% | 53.87%-35.0pp | 276.60%-257.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $8,344 | $3,191+161.5% | $4,644+79.7% | $2,270+267.6% |
| Participant deferral / active EE | $13,301 | $6,073+119.0% | $6,842+94.4% | $3,740+255.7% |
| Admin fee / account holder | $138 | $551-75.0% | $9,309-98.5% | $513-73.1% |