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 FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $78,589 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,462 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $153,481 | $66,813+129.7% | $100,516+52.7% | $73,488+108.9% |
| Participation rate | 99.1% | 77.5%+21.6pp | 79.4%+19.7pp | 70.7%+28.4pp |
| Annual return | -8.04% | 25.70%-33.7pp | 30.89%-38.9pp | 28.51%-36.6pp |
| Employer contribution / active EE | $4,467 | $2,147+108.1% | $3,418+30.7% | $2,270+96.8% |
| Participant deferral / active EE | $5,150 | $5,883-12.5% | $6,270-17.9% | $3,740+37.7% |
| Admin fee / account holder | $263 | $512-48.6% | $8,081-96.7% | $513-48.7% |