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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $53,061 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,665 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,895 | $101,317+27.2% | $146,958-12.3% | $74,495+73.0% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 17.55% | 8730.91%-8713.4pp | 418.34%-400.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $4,724 | $3,810+24.0% | $4,933-4.2% | $2,623+80.1% |
| Participant deferral / active EE | $11,449 | $7,303+56.8% | $8,070+41.9% | $4,346+163.5% |
| Admin fee / account holder | $434 | $1,739-75.1% | $12,998-96.7% | $1,942-77.7% |