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 Service code 99 · EIN 04-3046611 | Other Fees | $8,883 |
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 | $14,177 | $48,064-70.5% | $78,778-82.0% | $69,631-79.6% |
| Participation rate | 73.9% | 61.6%+12.4pp | 69.2%+4.7pp | 70.7%+3.3pp |
| Annual return | 19.67% | 21.81%-2.1pp | 35.62%-15.9pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $265 | $744-64.4% | $1,986-86.7% | $2,032-87.0% |
| Participant deferral / active EE | $1,254 | $2,079-39.7% | $2,958-57.6% | $3,224-61.1% |
| Admin fee / account holder | $36 | $152-76.3% | $5,134-99.3% | $110-67.4% |