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 FINANCIAL1 year Service code 27 | Advisory (Plan) | $33,221 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 | Recordkeeping Fees | $8,705 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS CO., INC. Service code 13 | Contract Administrator | $2,340 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,043 | $101,317+36.2% | $146,958-6.1% | $74,495+85.3% |
| Participation rate | 96.0% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 14.00% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,426 | $3,810-10.1% | $4,933-30.5% | $2,623+30.6% |
| Participant deferral / active EE | $8,344 | $7,303+14.2% | $8,070+3.4% | $4,346+92.0% |
| Admin fee / account holder | $311 | $1,739-82.1% | $12,998-97.6% | $1,942-84.0% |