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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,037 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,732 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,107 | $72,448+144.5% | $118,746+49.1% | $69,631+154.4% |
| Participation rate | 98.6% | 79.7%+19.0pp | 78.3%+20.4pp | 70.7%+27.9pp |
| Annual return | 16.06% | 19.06%-3.0pp | 24.54%-8.5pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $8,020 | $3,771+112.7% | $4,193+91.3% | $2,032+294.7% |
| Participant deferral / active EE | $12,108 | $4,943+145.0% | $5,332+127.1% | $3,224+275.6% |
| Admin fee / account holder | $65 | $99-33.8% | $10,720-99.4% | $110-40.7% |