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+ years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $15,359 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,055 |
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 | $68,146 | $70,002-2.7% | $115,037-40.8% | $52,331+30.2% |
| Participation rate | 94.5% | 72.1%+22.4pp | 81.4%+13.2pp | 68.1%+26.4pp |
| Annual return | -1.55% | 4.04%-5.6pp | 26.14%-27.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $2,859 | $2,715+5.3% | $4,608-37.9% | $1,882+52.0% |
| Participant deferral / active EE | $7,092 | $4,920+44.2% | $6,026+17.7% | $3,022+134.7% |
| Admin fee / account holder | $141 | $566-75.1% | $8,175-98.3% | $592-76.1% |