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 7-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 year Filed as: LPL FINANCIAL, LLC Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $5,994 |
Service code 13 ONE OVERLOOK POINT, STE. 540 · LINCOLNSHIRE, IL 60069 | Contract Administrator | $5,247 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 INVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $550 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,804 | $88,087-73.0% | $164,866-85.6% | $74,546-68.1% |
| Participation rate | 99.2% | 73.1%+26.1pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 33.38% | 17.27%+16.1pp | 69.97%-36.6pp | 1366.03%-1332.7pp |
| Employer contribution / active EE | $2,059 | $2,595-20.7% | $4,343-52.6% | $2,624-21.5% |
| Participant deferral / active EE | $2,841 | $4,499-36.9% | $6,033-52.9% | $4,347-34.7% |
| Admin fee / account holder | $82 | $2,232-96.3% | $12,689-99.4% | $1,944-95.8% |