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 | $269,577 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $60,000 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,993 | $95,388-72.8% | $125,339-79.3% | $77,904-66.6% |
| Participation rate | 89.4% | 78.6%+10.8pp | 82.4%+7.0pp | 73.7%+15.7pp |
| Annual return | -19.88% | 116.19%-136.1pp | 572.05%-591.9pp | 12.21%-32.1pp |
| Employer contribution / active EE | $1,116 | $3,666-69.6% | $4,814-76.8% | $2,848-60.8% |
| Participant deferral / active EE | $5,025 | $7,711-34.8% | $7,446-32.5% | $4,806+4.6% |
| Admin fee / account holder | $100 | $119-15.7% | $10,010-99.0% | $133-24.4% |