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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $47,337 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $4,930 |
WILLIAMS KEEPERS LLC4 years Filed as: WILLIAMS-KEEPERS LLC Service code 13 · EIN 43-1126847 2005 W BROADWAY · COLUMBIA, MO 65203 | Contract Administrator | $1,800 |
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 | $166,541 | $47,105+253.6% | $68,368+143.6% | $67,986+145.0% |
| Participation rate | 98.6% | 51.8%+46.8pp | 73.8%+24.9pp | 57.2%+41.4pp |
| Annual return | 20.05% | 48.37%-28.3pp | 292.57%-272.5pp | 31.67%-11.6pp |
| Employer contribution / active EE | $4,836 | $1,859+160.2% | $2,649+82.6% | $2,019+139.6% |
| Participant deferral / active EE | $4,640 | $2,374+95.5% | $4,123+12.5% | $3,358+38.2% |
| Admin fee / account holder | $311 | $2,435-87.2% | $5,150-94.0% | $3,203-90.3% |