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+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,845 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,034 |
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 | $81,797 | $53,412+53.1% | $68,509+19.4% | $52,331+56.3% |
| Participation rate | 93.9% | 71.7%+22.3pp | 74.7%+19.2pp | 68.1%+25.8pp |
| Annual return | -0.72% | 3.42%-4.1pp | 8.27%-9.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $2,626 | $1,607+63.4% | $2,278+15.3% | $1,882+39.5% |
| Participant deferral / active EE | $4,106 | $2,688+52.8% | $3,382+21.4% | $3,022+35.9% |
| Admin fee / account holder | $167 | $461-63.8% | $5,275-96.8% | $592-71.8% |