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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,495 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,988 |
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 | $53,762 | $61,616-12.7% | $105,722-49.1% | $55,167-2.5% |
| Participation rate | 86.8% | 72.9%+13.9pp | 78.9%+7.9pp | 69.0%+17.8pp |
| Annual return | 6.84% | 11.15%-4.3pp | 12.25%-5.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,772 | $3,043-41.8% | $4,079-56.6% | $1,963-9.7% |
| Participant deferral / active EE | $3,317 | $4,213-21.3% | $5,326-37.7% | $3,054+8.6% |
| Admin fee / account holder | $279 | $379-26.3% | $8,308-96.6% | $504-44.6% |