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 FINANCIAL9+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.9+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,988 | $95,274+6.0% | $135,903-25.7% | $74,419+35.7% |
| Participation rate | 96.6% | 78.2%+18.4pp | 81.9%+14.7pp | 70.7%+25.8pp |
| Annual return | 22.74% | 32.77%-10.0pp | 68.23%-45.5pp | 34.38%-11.6pp |
| Employer contribution / active EE | $9,944 | $3,874+156.7% | $4,856+104.8% | $2,637+277.0% |
| Participant deferral / active EE | $16,979 | $7,782+118.2% | $7,758+118.9% | $4,528+275.0% |
| Admin fee / account holder | $144 | $266-45.8% | $10,762-98.7% | $348-58.5% |