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 FINANCIAL5 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $31,133 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,663 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,513 | $72,607-44.2% | $90,749-55.4% | $66,914-39.5% |
| Participation rate | 84.1% | 73.7%+10.4pp | 75.7%+8.4pp | 69.8%+14.3pp |
| Annual return | -16.35% | -12.28%-4.1pp | -12.16%-4.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $619 | $2,369-73.9% | $2,921-78.8% | $2,544-75.7% |
| Participant deferral / active EE | $1,997 | $3,977-49.8% | $4,564-56.3% | $4,237-52.9% |
| Admin fee / account holder | $253 | $707-64.2% | $8,445-97.0% | $593-57.3% |