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 FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $75,118 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,788 | $58,320+252.9% | $86,436+138.1% | $66,914+207.5% |
| Participation rate | 98.3% | 78.6%+19.7pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | 3.95% | -9.71%+13.7pp | 4394.89%-4390.9pp | 1.58%+2.4pp |
| Employer contribution / active EE | $5,738 | $2,615+119.4% | $3,769+52.3% | $2,544+125.5% |
| Participant deferral / active EE | $6,123 | $6,899-11.2% | $6,952-11.9% | $4,237+44.5% |
| Admin fee / account holder | $294 | $546-46.2% | $6,731-95.6% | $593-50.5% |