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 FINANCIAL8 years Service code 99 · EIN 04-3046611 | Other Fees | $70,012 |
BONADIO & CO., LLP4 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $17,200 |
BPAS4 years Service code 99 · EIN 16-1616474 | Other Fees | $2,020 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,904 | $100,923+225.9% | $150,045+119.2% | $74,304+342.6% |
| Participation rate | 99.6% | 70.1%+29.5pp | 82.3%+17.3pp | 60.3%+39.2pp |
| Annual return | 12.69% | 51.77%-39.1pp | 62.55%-49.9pp | 29.43%-16.7pp |
| Employer contribution / active EE | $7,579 | $3,463+118.8% | $4,693+61.5% | $2,241+238.2% |
| Participant deferral / active EE | $7,109 | $6,709+6.0% | $7,997-11.1% | $3,767+88.7% |
| Admin fee / account holder | $133 | $2,767-95.2% | $13,435-99.0% | $2,969-95.5% |