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 FINANCIAL5 years Filed as: LPL FINANCIAL FBO RYAN HAGAN Service code 15 · EIN 04-3046611 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Recordkeeping | $14,811 |
PAYCHEX, INC.7+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,920 | $64,119-58.0% | $112,228-76.0% | $66,914-59.8% |
| Participation rate | 67.5% | 68.5%-1.0pp | 75.1%-7.6pp | 69.8%-2.3pp |
| Annual return | -17.48% | -13.81%-3.7pp | 27.45%-44.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,467 | $3,005-17.9% | $3,635-32.1% | $2,544-3.0% |
| Participant deferral / active EE | $3,520 | $3,693-4.7% | $4,728-25.5% | $4,237-16.9% |
| Admin fee / account holder | $157 | $625-74.8% | $6,410-97.5% | $593-73.5% |