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 5-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 FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,741 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,727 | $100,923-33.9% | $150,045-55.5% | $74,304-10.2% |
| Participation rate | 94.4% | 70.1%+24.4pp | 82.3%+12.1pp | 60.3%+34.1pp |
| Annual return | 17.78% | 51.77%-34.0pp | 62.55%-44.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $2,515 | $3,463-27.4% | $4,693-46.4% | $2,241+12.2% |
| Participant deferral / active EE | $5,712 | $6,709-14.9% | $7,997-28.6% | $3,767+51.6% |
| Admin fee / account holder | $163 | $2,767-94.1% | $13,435-98.8% | $2,969-94.5% |