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 7-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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $16,553 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,824 | $99,957-69.2% | $149,696-79.4% | $73,488-58.1% |
| Participation rate | 92.6% | 75.7%+16.9pp | 82.5%+10.2pp | 70.7%+22.0pp |
| Annual return | 57.46% | 53.87%+3.6pp | 276.60%-219.1pp | 28.51%+28.9pp |
| Employer contribution / active EE | $3,644 | $3,191+14.2% | $4,644-21.5% | $2,270+60.5% |
| Participant deferral / active EE | $7,640 | $6,073+25.8% | $6,842+11.7% | $3,740+104.3% |
| Admin fee / account holder | $109 | $551-80.2% | $9,309-98.8% | $513-78.8% |