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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 9785 TOWNE CENTRE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $13,500 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-1411037 3500 WISEMAN BLVD. · SAN ANTONIO, TX 782514321 | Recordkeeping Fees | $475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,988 | $51,466+20.4% | $78,778-21.3% | $62,292-0.5% |
| Participation rate | 74.5% | 59.8%+14.7pp | 69.2%+5.3pp | 69.5%+5.0pp |
| Annual return | 18.34% | 19.96%-1.6pp | 35.62%-17.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,255 | $827+51.7% | $1,986-36.8% | $2,042-38.6% |
| Participant deferral / active EE | $3,420 | $2,147+59.3% | $2,958+15.6% | $3,169+7.9% |
| Admin fee / account holder | $119 | $489-75.6% | $5,134-97.7% | $479-75.1% |