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 04-3046611 | Advisory (Plan) | $32,199 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,523 |
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 | $57,426 | $107,378-46.5% | $108,579-47.1% | $57,658-0.4% |
| Participation rate | 96.4% | 77.1%+19.3pp | 79.6%+16.9pp | 70.2%+26.2pp |
| Annual return | 9.58% | 12.80%-3.2pp | -51.70%+61.3pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,423 | $1,782-20.1% | $3,758-62.1% | $1,974-27.9% |
| Participant deferral / active EE | $5,454 | $3,221+69.3% | $4,311+26.5% | $3,061+78.2% |
| Admin fee / account holder | $139 | $108+28.4% | $7,645-98.2% | $95+47.4% |