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 PO BOX 509025 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,481 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $14,664 |
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 | $40,259 | $75,183-46.5% | $123,892-67.5% | $55,167-27.0% |
| Participation rate | 75.4% | 72.8%+2.6pp | 81.4%-6.0pp | 69.0%+6.4pp |
| Annual return | 8.82% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,048 | $2,823-27.5% | $4,617-55.6% | $1,963+4.3% |
| Participant deferral / active EE | $4,970 | $5,084-2.3% | $5,984-16.9% | $3,054+62.7% |
| Admin fee / account holder | $196 | $663-70.5% | $8,357-97.7% | $504-61.2% |