See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,672 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,787 |
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 | $48,232 | $75,284-35.9% | $91,001-47.0% | $69,631-30.7% |
| Participation rate | 80.2% | 80.4%-0.2pp | 75.6%+4.6pp | 70.7%+9.5pp |
| Annual return | 320.27% | 48.40%+271.9pp | 4.60%+315.7pp | 27571.02%-27250.8pp |
| Employer contribution / active EE | $2,240 | $2,473-9.4% | $2,456-8.8% | $2,032+10.2% |
| Participant deferral / active EE | $4,719 | $3,700+27.5% | $3,547+33.0% | $3,224+46.4% |
| Admin fee / account holder | $125 | $111+12.7% | $5,417-97.7% | $110+12.8% |