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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERV Service code 49 · EIN 71-0294708 | Other Services | $0 |
LPL FINANCIAL7 years Service code 99 · EIN 04-3046611 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,376 | $88,083-53.0% | $164,813-74.9% | $74,495-44.5% |
| Participation rate | 90.4% | 73.0%+17.3pp | 78.6%+11.8pp | 67.2%+23.2pp |
| Annual return | 13.08% | 17.26%-4.2pp | 69.93%-56.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,163 | $2,593-16.6% | $4,341-50.2% | $2,623-17.5% |
| Participant deferral / active EE | $3,522 | $4,498-21.7% | $6,031-41.6% | $4,346-19.0% |
| Admin fee / account holder | $27 | $2,234-98.8% | $12,690-99.8% | $1,942-98.6% |