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, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $93,219 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $41,388 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $27,486 |
KEYBANK NATIONAL ASSOCIATION3 years Service code 10 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Accounting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,652 | $104,919+35.0% | $116,228+21.9% | $85,563+65.6% |
| Participation rate | 93.4% | 78.6%+14.8pp | 74.6%+18.9pp | 66.0%+27.5pp |
| Annual return | 18.48% | 15.38%+3.1pp | 90.06%-71.6pp | 31.51%-13.0pp |
| Employer contribution / active EE | $2,481 | $3,485-28.8% | $2,994-17.2% | $2,654-6.5% |
| Participant deferral / active EE | $8,826 | $5,306+66.3% | $4,953+78.2% | $4,375+101.7% |
| Admin fee / account holder | $297 | $429-30.8% | $11,989-97.5% | $834-64.4% |