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 15 · EIN 13-3689044 | Recordkeeping | $107,923 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $102,445 |
SAX LLP2 years Filed as: SAX ACCOUNTING Service code 10 · EIN 81-2950760 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,194 | $54,193+191.9% | $93,606+69.0% | $77,643+103.7% |
| Participation rate | 94.6% | 63.9%+30.6pp | 68.7%+25.9pp | 70.6%+24.0pp |
| Annual return | 13.70% | 30.54%-16.8pp | 133.20%-119.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $4,633 | $1,168+296.7% | $2,420+91.5% | $2,726+70.0% |
| Participant deferral / active EE | $14,298 | $3,144+354.8% | $4,411+224.1% | $4,647+207.7% |
| Admin fee / account holder | $390 | $576-32.3% | $8,285-95.3% | $430-9.4% |