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 10-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+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,202 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,746 |
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 | $59,676 | $56,897+4.9% | $84,750-29.6% | $62,891-5.1% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 7.62% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.5pp |
| Employer contribution / active EE | $12,508 | $2,400+421.2% | $3,574+250.0% | $2,281+448.4% |
| Participant deferral / active EE | $2,198 | $2,709-18.9% | $3,712-40.8% | $3,203-31.4% |
| Admin fee / account holder | $283 | $3,581-92.1% | $5,332-94.7% | $4,296-93.4% |