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 16 · EIN 04-3046611 | Consulting | $64,293 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,057 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,544 | $155,795-48.9% | $136,294-41.6% | $69,631+14.2% |
| Participation rate | 95.4% | 75.2%+20.1pp | 81.9%+13.4pp | 70.7%+24.7pp |
| Annual return | 15.82% | 232464.33%-232448.5pp | 5155.94%-5140.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $3,823 | $2,991+27.8% | $4,695-18.6% | $2,032+88.1% |
| Participant deferral / active EE | $3,834 | $5,394-28.9% | $6,247-38.6% | $3,224+18.9% |
| Admin fee / account holder | $251 | $128+95.6% | $9,243-97.3% | $110+127.1% |