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 FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $47,047 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,557 | $79,428-13.7% | $106,548-35.7% | $79,386-13.6% |
| Participation rate | 98.9% | 74.1%+24.8pp | 76.1%+22.8pp | 70.7%+28.2pp |
| Annual return | 15.14% | 18.27%-3.1pp | 26.80%-11.7pp | 116.85%-101.7pp |
| Employer contribution / active EE | $4,849 | $2,234+117.0% | $2,819+72.0% | $2,427+99.7% |
| Participant deferral / active EE | $4,437 | $3,823+16.1% | $4,398+0.9% | $4,046+9.7% |
| Admin fee / account holder | $247 | $523-52.7% | $7,407-96.7% | $626-60.5% |