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 10-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 FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $40,317 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,976 | $55,415+11.8% | $155,509-60.1% | $74,495-16.8% |
| Participation rate | 98.5% | 61.9%+36.6pp | 78.2%+20.3pp | 67.2%+31.3pp |
| Annual return | 13.74% | 268.50%-254.8pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $7,984 | $2,267+252.2% | $4,672+70.9% | $2,623+204.4% |
| Participant deferral / active EE | $3,926 | $2,836+38.4% | $5,626-30.2% | $4,346-9.7% |
| Admin fee / account holder | $233 | $1,738-86.6% | $15,912-98.5% | $1,942-88.0% |