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 |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,439 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 27 · EIN 41-1416330 | Advisory (Plan) | $12,076 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,976 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $1,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,994 | $65,561+61.7% | $91,541+15.8% | $74,304+42.6% |
| Participation rate | 62.5% | 56.6%+5.9pp | 69.8%-7.3pp | 60.3%+2.2pp |
| Annual return | 15.28% | 17.68%-2.4pp | 20.50%-5.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $548 | $1,717-68.1% | $2,505-78.1% | $2,241-75.6% |
| Participant deferral / active EE | $4,964 | $2,918+70.1% | $4,008+23.9% | $3,767+31.8% |
| Admin fee / account holder | $315 | $3,333-90.6% | $6,956-95.5% | $2,969-89.4% |