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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $17,654 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $10,165 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,198 | $63,299-50.7% | $91,001-65.7% | $62,292-49.9% |
| Participation rate | 94.1% | 73.3%+20.8pp | 75.6%+18.5pp | 69.5%+24.6pp |
| Annual return | 16.36% | 20.99%-4.6pp | 4.60%+11.8pp | 28.90%-12.5pp |
| Employer contribution / active EE | $858 | $1,807-52.5% | $2,456-65.0% | $2,042-58.0% |
| Participant deferral / active EE | $2,150 | $2,943-26.9% | $3,547-39.4% | $3,169-32.1% |
| Admin fee / account holder | $184 | $468-60.6% | $5,417-96.6% | $479-61.6% |