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 FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $51,569 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $30,116 |
THE HASLAUER GROUP, INC.2 years Filed as: THE HASLAUER GROUP, INC Service code 13 1800 WILLIAMS BLVD · KENNER, LA 70062 | Contract Administrator | $13,650 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,789 | $69,823-45.9% | $77,163-51.0% | $74,419-49.2% |
| Participation rate | 88.5% | 70.0%+18.5pp | 69.6%+19.0pp | 70.7%+17.8pp |
| Annual return | 13.31% | 19.98%-6.7pp | 37.87%-24.6pp | 34.38%-21.1pp |
| Employer contribution / active EE | $2,041 | $2,150-5.1% | $2,535-19.5% | $2,637-22.6% |
| Participant deferral / active EE | $2,104 | $3,558-40.9% | $3,833-45.1% | $4,528-53.5% |
| Admin fee / account holder | $238 | $398-40.2% | $5,472-95.7% | $348-31.6% |