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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,367 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,641 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,152 | $101,499-73.2% | $147,005-81.5% | $74,546-63.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.83% | 8732.34%-8716.5pp | 418.76%-402.9pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $3,315 | $3,811-13.0% | $4,934-32.8% | $2,624+26.3% |
| Participant deferral / active EE | $7,963 | $7,304+9.0% | $8,070-1.3% | $4,347+83.2% |
| Admin fee / account holder | $174 | $1,748-90.0% | $13,006-98.7% | $1,944-91.1% |