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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $64,721 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,261 |
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 | $159,455 | $100,923+58.0% | $150,045+6.3% | $74,304+114.6% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.2pp | 60.3%+37.2pp |
| Annual return | 20.00% | 51.77%-31.8pp | 62.55%-42.5pp | 29.43%-9.4pp |
| Employer contribution / active EE | $4,793 | $3,463+38.4% | $4,693+2.1% | $2,241+113.8% |
| Participant deferral / active EE | $11,385 | $6,709+69.7% | $7,997+42.4% | $3,767+202.2% |
| Admin fee / account holder | $469 | $2,767-83.0% | $13,435-96.5% | $2,969-84.2% |