See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,056 |
LRI INVESTMENTS, LLC1 year Service code 53 · EIN 88-4116775 | Insurance Commissions | $33,571 |
M HOLDINGS SECURITIES INC10+ years Filed as: M HOLDINGS SECURITIES Service code 53 1125 NW COUCH STREET · PORTLAND, OR 97209 | Insurance Commissions | $31,599 |
PASI, LLC3 years Service code 14 · EIN 26-1407927 | Plan Administrator | $15,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,970 | $62,624+18.1% | $177,989-58.4% | $77,643-4.7% |
| Participation rate | 93.6% | 66.8%+26.8pp | 77.1%+16.5pp | 70.6%+23.1pp |
| Annual return | 13.42% | 16.16%-2.7pp | 294.48%-281.1pp | 31.24%-17.8pp |
| Employer contribution / active EE | $581 | $1,909-69.6% | $3,949-85.3% | $2,726-78.7% |
| Participant deferral / active EE | $6,218 | $4,219+47.4% | $6,276-0.9% | $4,647+33.8% |
| Admin fee / account holder | $266 | $386-31.1% | $10,363-97.4% | $430-38.2% |