See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $54,577 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $28,679 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP, INC Service code 13 1800 WILLIAMS BLVD · KENNER, LA 70062 | Contract Administrator | $10,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,207 | $56,503-30.6% | $70,092-44.1% | $64,808-39.5% |
| Participation rate | 91.2% | 70.5%+20.7pp | 70.5%+20.7pp | 71.5%+19.7pp |
| Annual return | -15.14% | -13.44%-1.7pp | 190.73%-205.9pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,176 | $2,046+6.3% | $2,559-15.0% | $2,506-13.2% |
| Participant deferral / active EE | $2,364 | $3,389-30.3% | $3,849-38.6% | $4,310-45.2% |
| Admin fee / account holder | $292 | $160+81.9% | $6,267-95.3% | $188+55.3% |