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) | $16,288 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,970 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,066 | $66,310-56.2% | $93,606-68.9% | $65,185-55.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 7.09% | 42.58%-35.5pp | 32.76%-25.7pp | 29.38%-22.3pp |
| Employer contribution / active EE | $2,841 | $2,012+41.2% | $2,718+4.5% | $2,177+30.5% |
| Participant deferral / active EE | $3,007 | $3,342-10.0% | $4,069-26.1% | $3,514-14.4% |
| Admin fee / account holder | $98 | $6,897-98.6% | $7,888-98.8% | $847-88.4% |