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 FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,763 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,214 |
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 | $65,807 | $78,485-16.2% | $106,213-38.0% | $74,495-11.7% |
| Participation rate | 97.8% | 72.8%+25.0pp | 75.3%+22.5pp | 67.2%+30.6pp |
| Annual return | 17.02% | 15.95%+1.1pp | 116.14%-99.1pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,434 | $2,523-43.2% | $3,171-54.8% | $2,623-45.3% |
| Participant deferral / active EE | $3,760 | $4,322-13.0% | $5,016-25.0% | $4,346-13.5% |
| Admin fee / account holder | $320 | $2,232-85.6% | $11,033-97.1% | $1,942-83.5% |