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 FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $42,318 |
BAKER TILLY US, LLP8 years Filed as: BAKER TILLY VIRCHOW KROUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $6,500 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,198 | $82,978+29.2% | $129,995-17.5% | $71,457+50.0% |
| Participation rate | 99.0% | 74.1%+24.9pp | 78.5%+20.5pp | 67.9%+31.1pp |
| Annual return | 17.31% | 20.60%-3.3pp | -137.18%+154.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,322 | $2,622-49.6% | $4,320-69.4% | $2,588-48.9% |
| Participant deferral / active EE | $4,350 | $4,432-1.9% | $5,820-25.3% | $4,289+1.4% |
| Admin fee / account holder | $236 | $1,729-86.4% | $10,614-97.8% | $1,587-85.2% |