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 Service code 15 · EIN 04-3046611 | Recordkeeping | $18,369 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,379 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,017 | $79,013+77.2% | $100,391+39.5% | $74,495+88.0% |
| Participation rate | 93.8% | 79.5%+14.3pp | 81.5%+12.3pp | 67.2%+26.5pp |
| Annual return | 15.45% | 20.41%-5.0pp | 49.20%-33.8pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,291 | $3,021+8.9% | $3,942-16.5% | $2,623+25.5% |
| Participant deferral / active EE | $11,441 | $7,760+47.4% | $8,082+41.6% | $4,346+163.3% |
| Admin fee / account holder | $115 | $1,320-91.3% | $7,899-98.5% | $1,942-94.1% |