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 9-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 Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,324 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,040 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,156 | $101,317-64.3% | $146,958-75.4% | $74,495-51.5% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 21.05% | 8730.91%-8709.9pp | 418.34%-397.3pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $3,272 | $3,810-14.1% | $4,933-33.7% | $2,623+24.7% |
| Participant deferral / active EE | $6,211 | $7,303-14.9% | $8,070-23.0% | $4,346+42.9% |
| Admin fee / account holder | $132 | $1,739-92.4% | $12,998-99.0% | $1,942-93.2% |