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 FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,443 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,645 | $80,968+3.3% | $96,544-13.4% | $75,163+11.3% |
| Participation rate | 85.9% | 71.8%+14.1pp | 76.0%+10.0pp | 67.2%+18.7pp |
| Annual return | 18.00% | 27.06%-9.1pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $4,763 | $2,282+108.7% | $2,965+60.7% | $2,670+78.4% |
| Participant deferral / active EE | $3,157 | $3,928-19.6% | $4,851-34.9% | $4,125-23.5% |
| Admin fee / account holder | $280 | $6,724-95.8% | $8,252-96.6% | $5,651-95.0% |