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, LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Plan) | $47,978 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,720 | $86,655+5.8% | $119,609-23.3% | $66,914+37.1% |
| Participation rate | 99.5% | 75.6%+23.9pp | 79.3%+20.2pp | 69.8%+29.7pp |
| Annual return | -16.84% | -8.00%-8.8pp | -14.97%-1.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,259 | $2,536-50.3% | $4,232-70.2% | $2,544-50.5% |
| Participant deferral / active EE | $3,918 | $4,358-10.1% | $5,602-30.1% | $4,237-7.5% |
| Admin fee / account holder | $235 | $755-68.8% | $10,323-97.7% | $593-60.4% |