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) | $24,626 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,360 |
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 | $48,031 | $79,428-39.5% | $106,548-54.9% | $79,386-39.5% |
| Participation rate | 98.2% | 74.1%+24.0pp | 76.1%+22.0pp | 70.7%+27.5pp |
| Annual return | 28.53% | 18.27%+10.3pp | 26.80%+1.7pp | 116.85%-88.3pp |
| Employer contribution / active EE | $2,691 | $2,234+20.4% | $2,819-4.5% | $2,427+10.8% |
| Participant deferral / active EE | $2,659 | $3,823-30.4% | $4,398-39.5% | $4,046-34.3% |
| Admin fee / account holder | $162 | $523-69.0% | $7,407-97.8% | $626-74.1% |