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 Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $35,155 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,393 | $39,948-18.9% | $89,391-63.8% | $73,409-55.9% |
| Participation rate | 51.1% | 50.4%+0.7pp | 68.0%-16.8pp | 72.2%-21.0pp |
| Annual return | 18.40% | 50.12%-31.7pp | 245.62%-227.2pp | 59.29%-40.9pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,696 | $2,193+159.8% | $3,890+46.4% | $3,805+49.7% |
| Admin fee / account holder | $196 | $134+46.1% | $4,881-96.0% | $158+24.2% |