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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $80,042 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC HOLDINGS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $47,130 |
Service code 15 · EIN 62-1757444 | Recordkeeping | $13,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,375 | $55,331-25.2% | $81,812-49.4% | $199,593-79.3% |
| Participation rate | 31.8% | 62.5%-30.7pp | 72.3%-40.6pp | 72.0%-40.2pp |
| Annual return | 17.74% | 19.59%-1.9pp | 773.79%-756.1pp | 34.25%-16.5pp |
| Employer contribution / active EE | $952 | $2,101-54.7% | $2,912-67.3% | $3,034-68.6% |
| Participant deferral / active EE | $875 | $3,283-73.3% | $4,319-79.7% | $5,087-82.8% |
| Admin fee / account holder | $215 | $346-37.9% | $7,386-97.1% | $269-20.2% |