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 | $152,850 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $50,000 |
APPLE HEALTH CARE, INC.3 years Service code 99 · EIN 06-1174705 | Other Fees | $10,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $25,189 | $67,512-62.7% | $185,823-86.4% | $93,030-72.9% |
| Participation rate | 85.3% | 67.1%+18.1pp | 81.7%+3.6pp | 73.9%+11.4pp |
| Annual return | 13.41% | 21.04%-7.6pp | 122.05%-108.6pp | 158.70%-145.3pp |
| Employer contribution / active EE | $337 | $1,783-81.1% | $5,167-93.5% | $2,706-87.6% |
| Participant deferral / active EE | $2,035 | $3,035-33.0% | $5,568-63.5% | $4,562-55.4% |
| Admin fee / account holder | $48 | $318-84.8% | $16,237-99.7% | $152-68.2% |