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 Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $26,558 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,560 |
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 | $50,385 | $70,908-28.9% | $98,907-49.1% | $73,488-31.4% |
| Participation rate | 79.8% | 73.8%+6.0pp | 76.0%+3.7pp | 70.7%+9.1pp |
| Annual return | 14.15% | 34.17%-20.0pp | 196.43%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $506 | $2,036-75.1% | $2,689-81.2% | $2,270-77.7% |
| Participant deferral / active EE | $1,641 | $3,500-53.1% | $4,244-61.3% | $3,740-56.1% |
| Admin fee / account holder | $231 | $535-56.9% | $6,642-96.5% | $513-55.1% |