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 FINANCIAL2 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $24,753 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,170 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,718 | $66,310-26.5% | $93,606-48.0% | $65,185-25.3% |
| Participation rate | 71.3% | 74.0%-2.7pp | 75.8%-4.6pp | 70.2%+1.1pp |
| Annual return | 22.30% | 42.58%-20.3pp | 32.76%-10.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $485 | $2,012-75.9% | $2,718-82.2% | $2,177-77.7% |
| Participant deferral / active EE | $1,576 | $3,342-52.8% | $4,069-61.3% | $3,514-55.1% |
| Admin fee / account holder | $239 | $6,897-96.5% | $7,888-97.0% | $847-71.8% |