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 |
|---|---|---|
COMPTON FINANCIAL GROUP1 year Service code 27 | Advisory (Plan) | $6,656 |
COMPTON FINANCIAL GROUP1 year Filed as: RL COMPTON & ASSOCIATES, INC. Service code 13 | Contract Administrator | $4,015 |
THE VANGUARD GROUP, INC.1 year Service code 64 | Recordkeeping Fees | $3,880 |
LPL FINANCIAL3+ years Service code 51 | Investment Mgmt Fees | $0 |
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 | $81,193 | $63,346+28.2% | $92,233-12.0% | $70,131+15.8% |
| Participation rate | 79.0% | 68.7%+10.4pp | 76.5%+2.6pp | 69.5%+9.5pp |
| Annual return | 16.74% | 530.12%-513.4pp | 176.28%-159.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,210 | $2,471-10.6% | $3,679-39.9% | $2,342-5.7% |
| Participant deferral / active EE | $4,216 | $2,854+47.7% | $3,897+8.2% | $3,332+26.5% |
| Admin fee / account holder | $95 | $3,840-97.5% | $5,194-98.2% | $4,645-98.0% |