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 RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,559 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $16,509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,216 | $71,516-17.2% | $98,439-39.8% | $71,457-17.1% |
| Participation rate | 97.7% | 72.7%+25.0pp | 75.2%+22.6pp | 67.9%+29.8pp |
| Annual return | 20.37% | 32.41%-12.0pp | 21.16%-0.8pp | 28.85%-8.5pp |
| Employer contribution / active EE | $2,648 | $2,399+10.4% | $3,048-13.1% | $2,588+2.3% |
| Participant deferral / active EE | $3,562 | $4,109-13.3% | $4,738-24.8% | $4,289-16.9% |
| Admin fee / account holder | $317 | $1,675-81.1% | $8,948-96.5% | $1,587-80.0% |