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 FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,442 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,870 | $59,805-18.3% | $79,550-38.6% | $68,494-28.7% |
| Participation rate | 92.0% | 61.1%+31.0pp | 69.5%+22.6pp | 67.9%+24.2pp |
| Annual return | -16.42% | -12.30%-4.1pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,839 | $1,505+88.6% | $2,413+17.6% | $2,596+9.3% |
| Participant deferral / active EE | $6,454 | $3,024+113.4% | $3,985+62.0% | $4,027+60.3% |
| Admin fee / account holder | $239 | $4,835-95.1% | $6,832-96.5% | $5,403-95.6% |