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 FINANCIAL8+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.8+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,379 | $82,202-8.3% | $125,339-39.9% | $64,808+16.3% |
| Participation rate | 94.5% | 77.9%+16.7pp | 82.4%+12.2pp | 71.5%+23.1pp |
| Annual return | -18.47% | 3.48%-21.9pp | 572.05%-590.5pp | 32.82%-51.3pp |
| Employer contribution / active EE | $8,337 | $3,615+130.6% | $4,814+73.2% | $2,506+232.7% |
| Participant deferral / active EE | $13,272 | $7,175+85.0% | $7,446+78.2% | $4,310+207.9% |
| Admin fee / account holder | $117 | $163-28.3% | $10,010-98.8% | $188-37.7% |