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 10-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 FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $40,900 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,344 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,593 | $101,317+106.9% | $146,958+42.6% | $74,495+181.4% |
| Participation rate | 89.7% | 75.5%+14.2pp | 82.2%+7.5pp | 67.2%+22.5pp |
| Annual return | 18.45% | 8730.91%-8712.5pp | 418.34%-399.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $3,897 | $3,810+2.3% | $4,933-21.0% | $2,623+48.6% |
| Participant deferral / active EE | $9,539 | $7,303+30.6% | $8,070+18.2% | $4,346+119.5% |
| Admin fee / account holder | $285 | $1,739-83.6% | $12,998-97.8% | $1,942-85.3% |