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 FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,585 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,825 |
PINNACLE PLAN DESIGN, LLC3 years Service code 13 · EIN 20-3970947 PO BOX 64130 · TUCSON, AZ 85728 | Contract Administrator | $1,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,837 | $62,127+117.0% | $81,382+65.7% | $74,495+81.0% |
| Participation rate | 94.3% | 64.0%+30.3pp | 69.5%+24.8pp | 67.2%+27.1pp |
| Annual return | 11.96% | 16.48%-4.5pp | 24.73%-12.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $9,370 | $1,882+397.8% | $2,463+280.5% | $2,623+257.2% |
| Participant deferral / active EE | $6,205 | $3,229+92.2% | $3,883+59.8% | $4,346+42.8% |
| Admin fee / account holder | $229 | $1,934-88.1% | $5,768-96.0% | $1,942-88.2% |