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 5-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 FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,333 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,841 | $106,028-58.7% | $146,958-70.2% | $77,643-43.5% |
| Participation rate | 57.2% | 78.4%-21.1pp | 82.2%-24.9pp | 70.6%-13.3pp |
| Annual return | 17.86% | 56.73%-38.9pp | 418.34%-400.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $1,885 | $4,063-53.6% | $4,933-61.8% | $2,726-30.8% |
| Participant deferral / active EE | $4,351 | $7,990-45.5% | $8,070-46.1% | $4,647-6.4% |
| Admin fee / account holder | $84 | $337-75.2% | $12,998-99.4% | $430-80.6% |