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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $47,759 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,072 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 99 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Other Fees | $5,000 |
BAKER TILLY US, LLP9 years Filed as: BAKER TILLY VIRCHOW KROUSE, LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,768 | $88,083+32.6% | $164,813-29.2% | $74,495+56.7% |
| Participation rate | 99.0% | 73.0%+25.9pp | 78.6%+20.3pp | 67.2%+31.8pp |
| Annual return | 13.43% | 17.26%-3.8pp | 69.93%-56.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,466 | $2,593-43.5% | $4,341-66.2% | $2,623-44.1% |
| Participant deferral / active EE | $4,658 | $4,498+3.6% | $6,031-22.8% | $4,346+7.2% |
| Admin fee / account holder | $268 | $2,234-88.0% | $12,690-97.9% | $1,942-86.2% |