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 FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,125 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,885 | $72,607-39.6% | $90,749-51.6% | $66,914-34.4% |
| Participation rate | 98.3% | 73.7%+24.6pp | 75.7%+22.6pp | 69.8%+28.5pp |
| Annual return | -14.56% | -12.28%-2.3pp | -12.16%-2.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $3,106 | $2,369+31.1% | $2,921+6.3% | $2,544+22.1% |
| Participant deferral / active EE | $3,100 | $3,977-22.1% | $4,564-32.1% | $4,237-26.8% |
| Admin fee / account holder | $191 | $707-73.0% | $8,445-97.7% | $593-67.9% |