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 FINANCIAL7 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $22,041 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,571 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,780 | $55,415-35.4% | $155,509-77.0% | $74,495-52.0% |
| Participation rate | 92.5% | 61.9%+30.6pp | 78.2%+14.3pp | 67.2%+25.3pp |
| Annual return | 10.77% | 268.50%-257.7pp | 64.67%-53.9pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,550 | $2,267-31.6% | $4,672-66.8% | $2,623-40.9% |
| Participant deferral / active EE | $3,234 | $2,836+14.0% | $5,626-42.5% | $4,346-25.6% |
| Admin fee / account holder | $160 | $1,738-90.8% | $15,912-99.0% | $1,942-91.7% |