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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 82-4555287 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $210,463 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $71,664 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,308 | $185,342-29.7% | $111,297+17.1% | $86,799+50.1% |
| Participation rate | 97.0% | 81.0%+16.0pp | 77.3%+19.6pp | 72.3%+24.7pp |
| Annual return | 13.08% | 500.80%-487.7pp | 54.65%-41.6pp | 97.91%-84.8pp |
| Employer contribution / active EE | $2,392 | $2,246+6.5% | $2,731-12.4% | $2,405-0.5% |
| Participant deferral / active EE | $4,824 | $4,458+8.2% | $4,487+7.5% | $4,131+16.8% |
| Admin fee / account holder | $333 | $255+30.3% | $7,964-95.8% | $170+96.2% |