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 FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $66,758 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,996 |
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 | $52,797 | $72,607-27.3% | $90,749-41.8% | $66,914-21.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -15.28% | -12.28%-3.0pp | -12.16%-3.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $6,131 | $2,369+158.8% | $2,921+109.9% | $2,544+141.0% |
| Participant deferral / active EE | $4,682 | $3,977+17.7% | $4,564+2.6% | $4,237+10.5% |
| Admin fee / account holder | $350 | $707-50.6% | $8,445-95.9% | $593-41.1% |