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 |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $35,900 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $22,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $189,740 | $80,753+135.0% | $136,294+39.2% | $62,292+204.6% |
| Participation rate | 84.9% | 73.5%+11.4pp | 81.9%+3.0pp | 69.5%+15.4pp |
| Annual return | 16.40% | 35.83%-19.4pp | 5155.94%-5139.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $5,822 | $2,884+101.9% | $4,695+24.0% | $2,042+185.1% |
| Participant deferral / active EE | $6,056 | $5,164+17.3% | $6,247-3.1% | $3,169+91.1% |
| Admin fee / account holder | $354 | $525-32.6% | $9,243-96.2% | $479-26.1% |