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 FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,638 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,947 |
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 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 | $67,971 | $50,666+34.2% | $76,817-11.5% | $65,185+4.3% |
| Participation rate | 73.2% | 68.8%+4.4pp | 72.1%+1.1pp | 70.2%+3.0pp |
| Annual return | 19.71% | 28.51%-8.8pp | 1166.11%-1146.4pp | 29.38%-9.7pp |
| Employer contribution / active EE | $535 | $1,575-66.0% | $2,302-76.8% | $2,177-75.4% |
| Participant deferral / active EE | $4,808 | $2,647+81.6% | $3,336+44.1% | $3,514+36.8% |
| Admin fee / account holder | $330 | $463-28.7% | $6,420-94.9% | $847-61.1% |