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 FINANCIAL1+ years Service code 99 · EIN 04-3046611 | Other Fees | $2,450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,177 | $39,245-76.6% | $64,105-85.7% | $52,331-82.5% |
| Participation rate | 94.8% | 58.2%+36.6pp | 68.2%+26.6pp | 68.1%+26.7pp |
| Annual return | -0.27% | 14.79%-15.1pp | 791.24%-791.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $379 | $736-48.6% | $1,820-79.2% | $1,882-79.9% |
| Participant deferral / active EE | $994 | $1,992-50.1% | $2,822-64.8% | $3,022-67.1% |
| Admin fee / account holder | $2 | $592-99.7% | $4,499-100.0% | $592-99.7% |