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 FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $55,753 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,517 | $84,556+24.8% | $116,228-9.2% | $74,304+42.0% |
| Participation rate | 86.9% | 66.0%+20.9pp | 74.6%+12.3pp | 60.3%+26.5pp |
| Annual return | 18.84% | 18.35%+0.5pp | 90.06%-71.2pp | 29.43%-10.6pp |
| Employer contribution / active EE | $734 | $2,168-66.1% | $2,994-75.5% | $2,241-67.3% |
| Participant deferral / active EE | $7,339 | $3,814+92.4% | $4,953+48.2% | $3,767+94.8% |
| Admin fee / account holder | -$37 | $3,792-101.0% | $11,989-100.3% | $2,969-101.2% |