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 FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 51 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Investment Mgmt Fees | $60,124 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,624 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,065 | $56,317+51.0% | $71,209+19.5% | $74,304+14.5% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 19.09% | 42.83%-23.7pp | 282.51%-263.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $8,460 | $2,160+291.6% | $2,721+210.9% | $2,241+277.5% |
| Participant deferral / active EE | $7,288 | $2,788+161.4% | $4,175+74.6% | $3,767+93.5% |
| Admin fee / account holder | $247 | $2,290-89.2% | $5,349-95.4% | $2,969-91.7% |