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 FINANCIAL8+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $35,900 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,849 | $91,407+73.8% | $135,903+16.9% | $71,457+122.3% |
| Participation rate | 90.1% | 75.7%+14.4pp | 81.9%+8.2pp | 67.9%+22.1pp |
| Annual return | 16.80% | 29.90%-13.1pp | 68.23%-51.4pp | 28.85%-12.1pp |
| Employer contribution / active EE | $3,892 | $3,703+5.1% | $4,856-19.9% | $2,588+50.4% |
| Participant deferral / active EE | $8,036 | $7,092+13.3% | $7,758+3.6% | $4,289+87.4% |
| Admin fee / account holder | $257 | $1,266-79.7% | $10,762-97.6% | $1,587-83.8% |