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 FINANCIAL6 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $17,939 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,842 |
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 | $33,501 | $61,272-45.3% | $149,673-77.6% | $71,457-53.1% |
| Participation rate | 94.1% | 62.5%+31.6pp | 78.8%+15.3pp | 67.9%+26.1pp |
| Annual return | 14.96% | 35.85%-20.9pp | 134.42%-119.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,413 | $2,378-40.6% | $4,818-70.7% | $2,588-45.4% |
| Participant deferral / active EE | $2,940 | $2,917+0.8% | $5,680-48.2% | $4,289-31.5% |
| Admin fee / account holder | $142 | $1,261-88.7% | $13,210-98.9% | $1,587-91.0% |