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 53 5707 SOUTHWEST PKWY STE 400 · AUSTIN, TX 78735 | Insurance Commissions | $6,485 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0934231 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 391576035 | Recordkeeping | $957 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $72 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,529 | $72,277-70.2% | $101,248-78.7% | $79,858-73.0% |
| Participation rate | 85.3% | 68.5%+16.8pp | 75.8%+9.5pp | 69.6%+15.7pp |
| Annual return | 24.88% | 22.30%+2.6pp | 46.47%-21.6pp | 31.71%-6.8pp |
| Employer contribution / active EE | $2,112 | $2,692-21.5% | $3,660-42.3% | $2,471-14.5% |
| Participant deferral / active EE | $4,646 | $3,282+41.6% | $4,370+6.3% | $3,740+24.2% |
| Admin fee / account holder | $173 | $4,400-96.1% | $5,945-97.1% | $5,306-96.7% |