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 Service code 26 · EIN 95-2834236 75 STATE STREET, 24TH FLOOR · BOSTON, MA 02109 | Advisory (Participants) | $24,033 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $18,775 |
Service code 15 · EIN 81-3429076 | Recordkeeping | $6,660 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,816 | $58,083-48.7% | $80,019-62.7% | $56,287-47.0% |
| Participation rate | 95.5% | 73.6%+21.9pp | 75.8%+19.7pp | 69.9%+25.6pp |
| Annual return | -5.72% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,462 | $1,932-24.3% | $2,468-40.8% | $2,111-30.8% |
| Participant deferral / active EE | $2,737 | $3,135-12.7% | $3,686-25.7% | $3,350-18.3% |
| Admin fee / account holder | $209 | $623-66.4% | $6,521-96.8% | $521-59.8% |