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 FINANCIAL6 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $29,344 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,957 |
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 | $47,839 | $71,516-33.1% | $98,439-51.4% | $71,457-33.1% |
| Participation rate | 86.3% | 72.7%+13.6pp | 75.2%+11.1pp | 67.9%+18.3pp |
| Annual return | 18.40% | 32.41%-14.0pp | 21.16%-2.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $655 | $2,399-72.7% | $3,048-78.5% | $2,588-74.7% |
| Participant deferral / active EE | $2,134 | $4,109-48.1% | $4,738-55.0% | $4,289-50.2% |
| Admin fee / account holder | $245 | $1,675-85.4% | $8,948-97.3% | $1,587-84.6% |