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 FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 55 124 SIMSBURY RD #9-F · AVON, CT 060013743 | Other Commissions | $20,141 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMNT CO INC Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $9,769 |
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 | $59,702 | $60,165-0.8% | $74,183-19.5% | $55,167+8.2% |
| Participation rate | 99.5% | 74.2%+25.3pp | 76.6%+22.9pp | 69.0%+30.5pp |
| Annual return | 7.78% | 10.00%-2.2pp | 17.74%-10.0pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,742 | $1,600+71.4% | $2,370+15.7% | $1,963+39.7% |
| Participant deferral / active EE | $3,090 | $2,973+4.0% | $3,550-12.9% | $3,054+1.2% |
| Admin fee / account holder | $0 | $419-99.9% | $5,586-100.0% | $504-99.9% |