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 6-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 LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $166,432 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $73,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,974 | $79,519+45.8% | $95,952+20.9% | $73,409+58.0% |
| Participation rate | 93.8% | 81.2%+12.6pp | 77.1%+16.7pp | 72.2%+21.6pp |
| Annual return | 23.50% | 19.20%+4.3pp | 91.61%-68.1pp | 59.29%-35.8pp |
| Employer contribution / active EE | $2,065 | $2,048+0.9% | $2,541-18.7% | $2,234-7.5% |
| Participant deferral / active EE | $4,227 | $4,138+2.2% | $4,167+1.5% | $3,805+11.1% |
| Admin fee / account holder | $265 | $184+44.0% | $6,795-96.1% | $158+68.2% |