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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $89,890 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,972 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,073 | $91,407+170.3% | $135,903+81.8% | $71,457+245.8% |
| Participation rate | 90.4% | 75.7%+14.7pp | 81.9%+8.5pp | 67.9%+22.5pp |
| Annual return | 18.98% | 29.90%-10.9pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $4,751 | $3,703+28.3% | $4,856-2.2% | $2,588+83.6% |
| Participant deferral / active EE | $11,565 | $7,092+63.1% | $7,758+49.1% | $4,289+169.7% |
| Admin fee / account holder | $327 | $1,266-74.2% | $10,762-97.0% | $1,587-79.4% |