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 6-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 FINANCIAL6+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $61,867 |
AMERICAN FUNDS6+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $29,559 |
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 | $192,447 | $108,719+77.0% | $101,326+89.9% | $85,563+124.9% |
| Participation rate | 97.3% | 80.9%+16.4pp | 81.5%+15.8pp | 66.0%+31.3pp |
| Annual return | 6.45% | 20.95%-14.5pp | 36.82%-30.4pp | 31.51%-25.1pp |
| Employer contribution / active EE | $5,666 | $3,114+81.9% | $3,665+54.6% | $2,654+113.5% |
| Participant deferral / active EE | $6,688 | $8,545-21.7% | $7,994-16.3% | $4,375+52.9% |
| Admin fee / account holder | $280 | $685-59.2% | $11,185-97.5% | $834-66.5% |