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 FINANCIAL3 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $14,276 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,831 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,446 | $58,879-44.9% | $178,490-81.8% | $73,488-55.8% |
| Participation rate | 96.1% | 66.2%+29.9pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 9.04% | 24.86%-15.8pp | 151.07%-142.0pp | 28.51%-19.5pp |
| Employer contribution / active EE | $1,092 | $2,236-51.2% | $5,011-78.2% | $2,270-51.9% |
| Participant deferral / active EE | $2,297 | $2,567-10.5% | $5,202-55.8% | $3,740-38.6% |
| Admin fee / account holder | $128 | $400-68.1% | $13,984-99.1% | $513-75.1% |