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 FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $18,145 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,583 |
THE ADVISORY GROUP9+ years Service code 27 20955 PATHFINDER RD., STE 110 · DIAMOND BAR, CA 91765 | Advisory (Plan) | $6,334 |
PINNACLE PLAN DESIGN, LLC2 years Service code 13 PO BOX 64130 · TUCSON, AZ 85728 | Contract Administrator | $1,675 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,531 | $56,423+110.1% | $77,163+53.6% | $71,457+65.9% |
| Participation rate | 98.4% | 64.3%+34.1pp | 69.6%+28.9pp | 67.9%+30.5pp |
| Annual return | 14.22% | 19.05%-4.8pp | 37.87%-23.7pp | 28.85%-14.6pp |
| Employer contribution / active EE | $14,104 | $1,866+655.9% | $2,535+456.4% | $2,588+445.1% |
| Participant deferral / active EE | $6,408 | $3,142+104.0% | $3,833+67.2% | $4,289+49.4% |
| Admin fee / account holder | $229 | $1,429-83.9% | $5,472-95.8% | $1,587-85.6% |