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 |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,222 |
RKL LLP8 years Service code 10 PO BOX 8404 · LANCASTER, PA 176048404 | Accounting | $12,203 |
LPL FINANCIAL9 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $10,023 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,266 | $34,934-64.9% | $56,411-78.3% | $74,495-83.5% |
| Participation rate | 86.6% | 32.8%+53.8pp | 52.5%+34.2pp | 67.2%+19.4pp |
| Annual return | 10.27% | 25.94%-15.7pp | 1701.33%-1691.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,034 | $1,170-11.6% | $1,952-47.0% | $4,346-76.2% |
| Admin fee / account holder | $178 | $2,364-92.5% | $2,829-93.7% | $1,942-90.8% |