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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $147,864 |
LPL FINANCIAL7 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,757 | $88,890+41.5% | $102,423+22.8% | $77,643+62.0% |
| Participation rate | 96.5% | 80.9%+15.6pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 46.57% | 24.98%+21.6pp | 29.32%+17.2pp | 31.24%+15.3pp |
| Employer contribution / active EE | $4,782 | $2,698+77.3% | $3,023+58.2% | $2,726+75.4% |
| Participant deferral / active EE | $5,097 | $5,145-0.9% | $5,053+0.9% | $4,647+9.7% |
| Admin fee / account holder | $230 | $235-2.5% | $9,451-97.6% | $430-46.7% |