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 FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,622 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,552 | $100,923-47.9% | $150,045-65.0% | $74,304-29.3% |
| Participation rate | 82.3% | 70.1%+12.2pp | 82.3%-0.1pp | 60.3%+21.9pp |
| Annual return | 19.45% | 51.77%-32.3pp | 62.55%-43.1pp | 29.43%-10.0pp |
| Employer contribution / active EE | $2,078 | $3,463-40.0% | $4,693-55.7% | $2,241-7.3% |
| Participant deferral / active EE | $7,234 | $6,709+7.8% | $7,997-9.5% | $3,767+92.0% |
| Admin fee / account holder | $201 | $2,767-92.7% | $13,435-98.5% | $2,969-93.2% |