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 FINANCIAL2 years Service code 27 · EIN 95-2834236 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $25,123 |
Filed as: MILLENNIUM INV & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $14,432 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $13,253 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $265 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,855 | $55,449-6.5% | $83,848-38.2% | $56,287-7.9% |
| Participation rate | 90.4% | 68.0%+22.4pp | 76.1%+14.3pp | 69.9%+20.5pp |
| Annual return | -10.72% | -1.38%-9.3pp | 850.88%-861.6pp | -9.96%-0.8pp |
| Employer contribution / active EE | $8,747 | $2,430+259.9% | $3,631+140.9% | $2,111+314.3% |
| Participant deferral / active EE | $1,345 | $2,935-54.2% | $4,082-67.0% | $3,350-59.8% |
| Admin fee / account holder | $318 | $656-51.6% | $5,478-94.2% | $521-39.0% |