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 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Plan) | $149,890 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $70,884 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,721 | $72,254+49.1% | $86,677+24.3% | $64,808+66.2% |
| Participation rate | 96.9% | 80.4%+16.5pp | 76.6%+20.3pp | 71.5%+25.4pp |
| Annual return | -14.26% | 392.42%-406.7pp | 35.91%-50.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $2,578 | $2,393+7.7% | $2,836-9.1% | $2,506+2.9% |
| Participant deferral / active EE | $5,134 | $4,658+10.2% | $4,656+10.3% | $4,310+19.1% |
| Admin fee / account holder | $278 | $174+60.1% | $7,493-96.3% | $188+48.3% |