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 FINANCIAL5 years Service code 17 · EIN 04-3046644 | Pension Consulting | $62,435 |
BPAS1 year Service code 99 · EIN 11-1000111 | Other Fees | $15,150 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $14,748 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,047 | $84,487+147.4% | $125,339+66.8% | $66,914+212.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -13.26% | -8.39%-4.9pp | 572.05%-585.3pp | 1.58%-14.8pp |
| Employer contribution / active EE | $6,739 | $3,553+89.7% | $4,814+40.0% | $2,544+164.9% |
| Participant deferral / active EE | $5,716 | $6,781-15.7% | $7,446-23.2% | $4,237+34.9% |
| Admin fee / account holder | $113 | $685-83.6% | $10,010-98.9% | $593-81.0% |