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 9-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 Service code 51 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Investment Mgmt Fees | $10,419 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,904 | $45,035-71.3% | $62,995-79.5% | $70,131-81.6% |
| Participation rate | 98.0% | 69.5%+28.4pp | 74.8%+23.2pp | 69.5%+28.4pp |
| Annual return | 8.26% | 18.76%-10.5pp | 87.57%-79.3pp | 73.14%-64.9pp |
| Employer contribution / active EE | $2,375 | $2,051+15.8% | $2,759-13.9% | $2,342+1.4% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $83 | $2,834-97.1% | $3,600-97.7% | $4,645-98.2% |