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 FINANCIAL5 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $16,948 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,317 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,645 | $73,867-57.2% | $143,757-78.0% | $68,494-53.8% |
| Participation rate | 93.3% | 66.7%+26.6pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -14.19% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,269 | $3,184-60.2% | $4,951-74.4% | $2,596-51.1% |
| Participant deferral / active EE | $2,871 | $3,384-15.2% | $5,637-49.1% | $4,027-28.7% |
| Admin fee / account holder | $152 | $5,755-97.4% | $14,673-99.0% | $5,403-97.2% |