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) | $19,187 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,050 |
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 | $34,315 | $70,908-51.6% | $98,907-65.3% | $73,488-53.3% |
| Participation rate | 99.4% | 73.8%+25.6pp | 76.0%+23.3pp | 70.7%+28.7pp |
| Annual return | 4.17% | 34.17%-30.0pp | 196.43%-192.3pp | 28.51%-24.3pp |
| Employer contribution / active EE | $2,956 | $2,036+45.2% | $2,689+9.9% | $2,270+30.2% |
| Participant deferral / active EE | $2,691 | $3,500-23.1% | $4,244-36.6% | $3,740-28.0% |
| Admin fee / account holder | $120 | $535-77.6% | $6,642-98.2% | $513-76.7% |