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) | $19,138 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,210 |
Participant contribution per participant 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 | $45,811 | $73,638-37.8% | $95,952-52.3% | $73,488-37.7% |
| Participation rate | 77.0% | 76.2%+0.8pp | 77.1%-0.1pp | 70.7%+6.3pp |
| Annual return | 23.68% | 16.78%+6.9pp | 91.61%-67.9pp | 28.51%-4.8pp |
| Employer contribution / active EE | $771 | $1,863-58.6% | $2,541-69.7% | $2,270-66.0% |
| Participant deferral / active EE | $1,412 | $3,617-61.0% | $4,167-66.1% | $3,740-62.3% |
| Admin fee / account holder | $214 | $482-55.6% | $6,795-96.8% | $513-58.3% |