See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH CPAS AND ADVISORS Service code 10 PO BOX 35142 · SEATTLE, WA 98124 | Accounting | $27,130 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,513 |
LPL FINANCIAL7 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $20,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $22,529 | $80,724-72.1% | $103,333-78.2% | $74,495-69.8% |
| Participation rate | 94.7% | 65.7%+29.0pp | 74.5%+20.2pp | 67.2%+27.5pp |
| Annual return | 13.20% | 27.56%-14.4pp | 24.88%-11.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,492 | $3,157-52.8% | $3,868-61.4% | $2,623-43.1% |
| Participant deferral / active EE | $4,338 | $3,860+12.4% | $5,057-14.2% | $4,346-0.2% |
| Admin fee / account holder | $313 | $2,368-86.8% | $8,355-96.3% | $1,942-83.9% |