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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $118,915 |
LPL FINANCIAL3+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,359 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 33-0239892 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 04-3453709 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment 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 | $35,871 | $75,284-52.4% | $91,001-60.6% | $69,631-48.5% |
| Participation rate | 96.6% | 80.4%+16.2pp | 75.6%+21.0pp | 70.7%+25.9pp |
| Annual return | 16.40% | 48.40%-32.0pp | 4.60%+11.8pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,374 | $2,473-44.4% | $2,456-44.1% | $2,032-32.4% |
| Participant deferral / active EE | $2,164 | $3,700-41.5% | $3,547-39.0% | $3,224-32.9% |
| Admin fee / account holder | $214 | $111+93.8% | $5,417-96.0% | $110+94.0% |