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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $30,960 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVC Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $19,282 |
BPAS2 years Service code 13 · EIN 16-1616474 6 RHOADS DR, SUITE 7 · UTICA, NY 13502 | Contract Administrator | $1,185 |
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 | $61,542 | $49,915+23.3% | $154,803-60.2% | $74,304-17.2% |
| Participation rate | 81.7% | 54.0%+27.7pp | 78.1%+3.6pp | 60.3%+21.3pp |
| Annual return | 8.86% | 34.06%-25.2pp | 58.88%-50.0pp | 29.43%-20.6pp |
| Employer contribution / active EE | $2,000 | $1,611+24.1% | $4,305-53.6% | $2,241-10.8% |
| Participant deferral / active EE | $3,390 | $2,255+50.3% | $5,540-38.8% | $3,767-10.0% |
| Admin fee / account holder | $241 | $2,189-89.0% | $14,329-98.3% | $2,969-91.9% |