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 FINANCIAL7 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,306 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,303 |
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 | $116,525 | $81,460+43.0% | $103,333+12.8% | $80,856+44.1% |
| Participation rate | 86.7% | 66.8%+19.8pp | 74.5%+12.2pp | 67.6%+19.0pp |
| Annual return | 12.92% | 25.55%-12.6pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,337 | $3,105-56.9% | $3,868-65.4% | $2,755-51.5% |
| Participant deferral / active EE | $5,867 | $3,869+51.6% | $5,057+16.0% | $4,296+36.6% |
| Admin fee / account holder | $241 | $6,566-96.3% | $8,355-97.1% | $6,918-96.5% |