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 year Filed as: LPL FINANCIAL LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Plan) | $56,382 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $27,114 |
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 | $166,552 | $69,477+139.7% | $94,646+76.0% | $71,457+133.1% |
| Participation rate | 98.8% | 78.4%+20.3pp | 80.8%+17.9pp | 67.9%+30.8pp |
| Annual return | -6.39% | 29.66%-36.1pp | 156.71%-163.1pp | 28.85%-35.2pp |
| Employer contribution / active EE | $6,653 | $2,853+133.2% | $3,672+81.2% | $2,588+157.1% |
| Participant deferral / active EE | $6,613 | $7,345-10.0% | $7,418-10.9% | $4,289+54.2% |
| Admin fee / account holder | $252 | $1,210-79.1% | $7,231-96.5% | $1,587-84.1% |