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 8-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 |
|---|---|---|
INVST4 years Filed as: INVST LLC Service code 27 3625 96TH ST E · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $26,254 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,667 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,065 | $96,018-52.0% | $65,493-29.7% | $85,563-46.2% |
| Participation rate | 89.5% | 74.8%+14.7pp | 73.1%+16.4pp | 66.0%+23.5pp |
| Annual return | 18.79% | 14.51%+4.3pp | 982.45%-963.7pp | 31.51%-12.7pp |
| Employer contribution / active EE | $1,766 | $3,235-45.4% | $2,574-31.4% | $2,654-33.5% |
| Participant deferral / active EE | $6,355 | $4,055+56.7% | $3,961+60.4% | $4,375+45.3% |
| Admin fee / account holder | $131 | $271-51.6% | $5,028-97.4% | $834-84.3% |