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 Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $13,000 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,856 |
JUNKERMIER, CLARK, CAMPANELLA, STEV2+ years Service code 10 501 PARK DRIVE S. · GREAT FALLS, MT 59403 | Accounting | $7,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,142 | $64,348+15.2% | $90,160-17.8% | $70,131+5.7% |
| Participation rate | 71.4% | 70.4%+1.0pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 16.59% | 28.13%-11.5pp | 34.88%-18.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,352 | $2,046+15.0% | $3,318-29.1% | $2,342+0.4% |
| Participant deferral / active EE | $4,383 | $4,389-0.1% | $5,288-17.1% | $3,332+31.5% |
| Admin fee / account holder | $342 | $3,944-91.3% | $5,943-94.2% | $4,645-92.6% |