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 64 · EIN 71-0294708 | Recordkeeping Fees | $53,347 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $38,159 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,977 | $87,870-51.1% | $113,168-62.0% | $74,304-42.2% |
| Participation rate | 86.3% | 70.7%+15.5pp | 76.6%+9.7pp | 60.3%+25.9pp |
| Annual return | 13.05% | 26.44%-13.4pp | 24.27%-11.2pp | 29.43%-16.4pp |
| Employer contribution / active EE | $2,024 | $2,277-11.1% | $2,975-32.0% | $2,241-9.7% |
| Participant deferral / active EE | $3,123 | $4,241-26.4% | $5,107-38.8% | $3,767-17.1% |
| Admin fee / account holder | $279 | $3,368-91.7% | $12,068-97.7% | $2,969-90.6% |