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 33 · EIN 04-3046611 | Securities brokerage | $25,325 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,589 |
TRINITY PENSION GROUP, LLC3 years Service code 13 · EIN 20-0235252 | Contract Administrator | $1,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,899 | $65,061+112.0% | $143,757-4.1% | $66,914+106.1% |
| Participation rate | 88.6% | 65.2%+23.4pp | 80.3%+8.3pp | 69.8%+18.8pp |
| Annual return | -15.80% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $7,391 | $2,361+213.1% | $4,951+49.3% | $2,544+190.5% |
| Participant deferral / active EE | $5,180 | $2,919+77.5% | $5,637-8.1% | $4,237+22.3% |
| Admin fee / account holder | $261 | $502-48.0% | $14,673-98.2% | $593-56.0% |