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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,374 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,432 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,499 | $86,655-59.0% | $119,609-70.3% | $66,914-46.9% |
| Participation rate | 82.4% | 75.6%+6.8pp | 79.3%+3.1pp | 69.8%+12.5pp |
| Annual return | -19.09% | -8.00%-11.1pp | -14.97%-4.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,170 | $2,536-14.4% | $4,232-48.7% | $2,544-14.7% |
| Participant deferral / active EE | $4,541 | $4,358+4.2% | $5,602-18.9% | $4,237+7.2% |
| Admin fee / account holder | $211 | $755-72.0% | $10,323-98.0% | $593-64.4% |