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 5-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 FINANCIAL5+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $39,809 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,335 | $62,127-30.2% | $81,382-46.8% | $74,495-41.8% |
| Participation rate | 82.5% | 64.0%+18.4pp | 69.5%+13.0pp | 67.2%+15.3pp |
| Annual return | 37.31% | 16.48%+20.8pp | 24.73%+12.6pp | 1364.94%-1327.6pp |
| Employer contribution / active EE | $3,702 | $1,882+96.7% | $2,463+50.3% | $2,623+41.1% |
| Participant deferral / active EE | $6,666 | $3,229+106.4% | $3,883+71.7% | $4,346+53.4% |
| Admin fee / account holder | $211 | $1,934-89.1% | $5,768-96.3% | $1,942-89.1% |