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 FINANCIAL3 years Service code 26 · EIN 95-2834236 75 STATE STREET, 24TH FLOOR · BOSTON, MA 02109 | Advisory (Participants) | $24,722 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $19,510 |
RETIREWELL ADMINISTRATORS2 years Service code 15 · EIN 81-3429076 | Recordkeeping | $7,025 |
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 | $41,784 | $66,310-37.0% | $93,606-55.4% | $65,185-35.9% |
| Participation rate | 96.1% | 74.0%+22.1pp | 75.8%+20.2pp | 70.2%+25.9pp |
| Annual return | 21.62% | 42.58%-21.0pp | 32.76%-11.1pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,083 | $2,012+3.5% | $2,718-23.4% | $2,177-4.3% |
| Participant deferral / active EE | $3,103 | $3,342-7.1% | $4,069-23.7% | $3,514-11.7% |
| Admin fee / account holder | $251 | $6,897-96.4% | $7,888-96.8% | $847-70.3% |