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 13 · EIN 42-0127290 | Contract Administrator | $79,450 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,777 | $84,487-17.4% | $125,339-44.3% | $66,914+4.3% |
| Participation rate | 83.6% | 76.4%+7.2pp | 82.4%+1.2pp | 69.8%+13.8pp |
| Annual return | -17.22% | -8.39%-8.8pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $5,861 | $3,553+65.0% | $4,814+21.7% | $2,544+130.3% |
| Participant deferral / active EE | $5,084 | $6,781-25.0% | $7,446-31.7% | $4,237+20.0% |
| Admin fee / account holder | $602 | $685-12.1% | $10,010-94.0% | $593+1.5% |