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 9-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 FINANCIAL3 years Filed as: LPL FINANCIAL FBO RYAN HAGAN Service code 15 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Recordkeeping | $28,245 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,299 | $69,362-37.6% | $101,248-57.2% | $73,488-41.1% |
| Participation rate | 55.7% | 68.4%-12.7pp | 75.8%-20.2pp | 70.7%-15.0pp |
| Annual return | 10.70% | 18.46%-7.8pp | 46.47%-35.8pp | 28.51%-17.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,688 | $3,300-18.5% | $4,370-38.5% | $3,740-28.1% |
| Admin fee / account holder | $429 | $704-39.0% | $5,945-92.8% | $513-16.3% |