Filed May 11, 2021
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 27 · EIN 04-3046611 | Advisory (Plan) | $24,850 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,987 |
Filed as: MESIROW FINANCIAL Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $9,439 |
Employer contribution per participant 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 | $116,729 | $99,957+16.8% | $149,696-22.0% | $73,488+58.8% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.5%+3.4pp | 70.7%+15.1pp |
| Annual return | 17.93% | 53.87%-35.9pp | 276.60%-258.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $616 | $3,191-80.7% | $4,644-86.7% | $2,270-72.9% |
| Participant deferral / active EE | $9,179 | $6,073+51.2% | $6,842+34.2% | $3,740+145.5% |
| Admin fee / account holder | $251 | $551-54.4% | $9,309-97.3% | $513-51.0% |