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 64 · EIN 71-0294708 | Recordkeeping Fees | $110,749 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $50,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 41-0746749 | Other Fees | $10,069 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,810 | $53,136-60.8% | $155,509-86.6% | $199,593-89.6% |
| Participation rate | 88.4% | 64.1%+24.3pp | 78.2%+10.2pp | 72.0%+16.4pp |
| Annual return | 14.71% | 41.15%-26.4pp | 64.67%-50.0pp | 34.25%-19.5pp |
| Employer contribution / active EE | $415 | $1,851-77.6% | $4,672-91.1% | $3,034-86.3% |
| Participant deferral / active EE | $2,630 | $3,161-16.8% | $5,626-53.3% | $5,087-48.3% |
| Admin fee / account holder | $29 | $185-84.3% | $15,912-99.8% | $269-89.2% |