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 FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $59,713 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $41,610 |
THE HASLAUER GROUP, INC.3 years Filed as: THE HASLAUER GROUP, INC Service code 13 1800 WILLIAMS BLVD · KENNER, LA 70062 | Contract Administrator | $17,189 |
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 | $35,343 | $66,457-46.8% | $81,382-56.6% | $77,643-54.5% |
| Participation rate | 90.2% | 68.7%+21.4pp | 69.5%+20.7pp | 70.6%+19.6pp |
| Annual return | 10.30% | 15.93%-5.6pp | 24.73%-14.4pp | 31.24%-20.9pp |
| Employer contribution / active EE | $2,277 | $2,159+5.5% | $2,463-7.5% | $2,726-16.4% |
| Participant deferral / active EE | $2,285 | $3,679-37.9% | $3,883-41.1% | $4,647-50.8% |
| Admin fee / account holder | $259 | $583-55.5% | $5,768-95.5% | $430-39.8% |