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 GROUP2 years Service code 27 | Advisory (Plan) | $28,179 |
THE VANGUARD GROUP, INC.2 years Service code 64 | Recordkeeping Fees | $12,115 |
COMPTON FINANCIAL GROUP2 years Filed as: RL COMPTON & ASSOCIATES, INC. Service code 13 | Contract Administrator | $4,480 |
LPL FINANCIAL4+ 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 | $74,189 | $57,354+29.4% | $83,848-11.5% | $64,186+15.6% |
| Participation rate | 93.0% | 68.6%+24.4pp | 76.1%+16.8pp | 69.6%+23.4pp |
| Annual return | -6.90% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,545 | $2,5450% | $3,631-29.9% | $2,381+6.9% |
| Participant deferral / active EE | $5,036 | $2,993+68.3% | $4,082+23.4% | $3,470+45.2% |
| Admin fee / account holder | $277 | $4,046-93.1% | $5,478-94.9% | $4,888-94.3% |