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 RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,047 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,035 |
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 | $153,192 | $101,317+51.2% | $146,958+4.2% | $74,495+105.6% |
| Participation rate | 72.6% | 75.5%-2.9pp | 82.2%-9.6pp | 67.2%+5.4pp |
| Annual return | 16.98% | 8730.91%-8713.9pp | 418.34%-401.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,692 | $3,810-55.6% | $4,933-65.7% | $2,623-35.5% |
| Participant deferral / active EE | $9,669 | $7,303+32.4% | $8,070+19.8% | $4,346+122.5% |
| Admin fee / account holder | $245 | $1,739-85.9% | $12,998-98.1% | $1,942-87.4% |