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 FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,815 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,039 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,199 | $101,317-27.8% | $146,958-50.2% | $74,495-1.7% |
| Participation rate | 86.2% | 75.5%+10.7pp | 82.2%+4.0pp | 67.2%+19.0pp |
| Annual return | 14.73% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,482 | $3,810-8.6% | $4,933-29.4% | $2,623+32.7% |
| Participant deferral / active EE | $8,433 | $7,303+15.5% | $8,070+4.5% | $4,346+94.0% |
| Admin fee / account holder | $73 | $1,739-95.8% | $12,998-99.4% | $1,942-96.3% |