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 9-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) | $35,089 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,680 |
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 | $61,210 | $70,908-13.7% | $98,907-38.1% | $73,488-16.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 17.09% | 34.17%-17.1pp | 196.43%-179.3pp | 28.51%-11.4pp |
| Employer contribution / active EE | $6,995 | $2,036+243.5% | $2,689+160.1% | $2,270+208.1% |
| Participant deferral / active EE | $4,867 | $3,500+39.1% | $4,244+14.7% | $3,740+30.2% |
| Admin fee / account holder | $178 | $535-66.6% | $6,642-97.3% | $513-65.2% |