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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,146 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RP RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,179 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,128 | $81,248+23.2% | $155,509-35.6% | $80,856+23.8% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.0pp | 67.6%+27.5pp |
| Annual return | 10.44% | 33.31%-22.9pp | 64.67%-54.2pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,018 | $3,100-2.6% | $4,672-35.4% | $2,755+9.6% |
| Participant deferral / active EE | $6,399 | $3,452+85.4% | $5,626+13.7% | $4,296+49.0% |
| Admin fee / account holder | $168 | $7,997-97.9% | $15,912-98.9% | $6,918-97.6% |