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 |
|---|---|---|
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $52,026 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,215 | $78,485+18.8% | $106,213-12.2% | $74,495+25.1% |
| Participation rate | 86.7% | 72.8%+13.9pp | 75.3%+11.5pp | 67.2%+19.5pp |
| Annual return | 16.89% | 15.95%+0.9pp | 116.14%-99.2pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $688 | $2,523-72.7% | $3,171-78.3% | $2,623-73.8% |
| Participant deferral / active EE | $7,149 | $4,322+65.4% | $5,016+42.5% | $4,346+64.5% |
| Admin fee / account holder | $6 | $2,232-99.8% | $11,033-99.9% | $1,942-99.7% |