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 RPCP Service code 33 · EIN 04-3046611 | Securities brokerage | $17,761 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,818 |
Service code 13 · EIN 20-0235252 | Contract Administrator | $3,100 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 65 · EIN 11-3665754 | Account Maintenance | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,673 | $58,879+118.5% | $178,490-27.9% | $73,488+75.1% |
| Participation rate | 72.2% | 66.2%+6.0pp | 81.9%-9.7pp | 70.7%+1.5pp |
| Annual return | 5.49% | 24.86%-19.4pp | 151.07%-145.6pp | 28.51%-23.0pp |
| Employer contribution / active EE | $6,816 | $2,236+204.8% | $5,011+36.0% | $2,270+200.2% |
| Participant deferral / active EE | $4,203 | $2,567+63.7% | $5,202-19.2% | $3,740+12.4% |
| Admin fee / account holder | $206 | $400-48.5% | $13,984-98.5% | $513-59.8% |