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 RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,633 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,779 | $91,407+42.0% | $135,903-4.5% | $71,457+81.6% |
| Participation rate | 66.9% | 75.7%-8.7pp | 81.9%-15.0pp | 67.9%-1.0pp |
| Annual return | 18.90% | 29.90%-11.0pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,612 | $3,703-56.5% | $4,856-66.8% | $2,588-37.7% |
| Participant deferral / active EE | $8,882 | $7,092+25.2% | $7,758+14.5% | $4,289+107.1% |
| Admin fee / account holder | $156 | $1,266-87.7% | $10,762-98.6% | $1,587-90.2% |