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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $27,590 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $26,918 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $8,975 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,590 | $101,317+72.3% | $146,958+18.8% | $74,495+134.4% |
| Participation rate | 78.4% | 75.5%+2.9pp | 82.2%-3.8pp | 67.2%+11.2pp |
| Annual return | 13.99% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,551 | $7,303+3.4% | $8,070-6.4% | $4,346+73.7% |
| Admin fee / account holder | $331 | $1,739-81.0% | $12,998-97.5% | $1,942-83.0% |