See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,808 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,536 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,918 | $95,803-21.8% | $113,168-33.8% | $84,808-11.7% |
| Participation rate | 87.7% | 72.9%+14.8pp | 76.6%+11.1pp | 68.3%+19.4pp |
| Annual return | 16.50% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $6,032 | $2,360+155.6% | $2,975+102.8% | $2,631+129.3% |
| Participant deferral / active EE | $3,573 | $4,242-15.8% | $5,107-30.0% | $4,212-15.2% |
| Admin fee / account holder | $325 | $8,989-96.4% | $12,068-97.3% | $7,344-95.6% |