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 GROUP4 years Service code 27 | Advisory (Plan) | $30,946 |
THE VANGUARD GROUP, INC.4 years Service code 64 | Recordkeeping Fees | $12,768 |
COMPTON FINANCIAL GROUP4 years Filed as: RL COMPTON & ASSOCIATES, INC. Service code 13 | Contract Administrator | $4,510 |
LPL FINANCIAL6+ years Service code 51 | Investment Mgmt Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,402 | $72,277+37.5% | $101,248-1.8% | $79,858+24.5% |
| Participation rate | 82.5% | 68.5%+14.0pp | 75.8%+6.7pp | 69.6%+12.9pp |
| Annual return | 14.45% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,466 | $2,692-8.4% | $3,660-32.6% | $2,471-0.2% |
| Participant deferral / active EE | $4,856 | $3,282+48.0% | $4,370+11.1% | $3,740+29.8% |
| Admin fee / account holder | $280 | $4,400-93.6% | $5,945-95.3% | $5,306-94.7% |