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 FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,333 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,758 |
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 | $104,537 | $86,286+21.2% | $111,297-6.1% | $85,850+21.8% |
| Participation rate | 98.5% | 73.3%+25.2pp | 77.3%+21.2pp | 69.3%+29.2pp |
| Annual return | 10.95% | 19.99%-9.0pp | 54.65%-43.7pp | 318.53%-307.6pp |
| Employer contribution / active EE | $3,512 | $2,043+71.9% | $2,731+28.6% | $2,565+36.9% |
| Participant deferral / active EE | $2,200 | $3,641-39.6% | $4,487-51.0% | $3,952-44.3% |
| Admin fee / account holder | $283 | $8,188-96.5% | $7,964-96.4% | $6,260-95.5% |