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 Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $14,575 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,286 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,945 | $59,186-64.6% | $76,768-72.7% | $56,287-62.8% |
| Participation rate | 75.2% | 75.2%0pp | 77.0%-1.8pp | 69.9%+5.4pp |
| Annual return | -4.43% | 6.62%-11.0pp | 2.43%-6.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $868 | $1,759-50.6% | $2,485-65.1% | $2,111-58.9% |
| Participant deferral / active EE | $1,350 | $3,255-58.5% | $3,852-64.9% | $3,350-59.7% |
| Admin fee / account holder | $137 | $489-72.0% | $6,675-97.9% | $521-73.7% |