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 |
|---|---|---|
CADARET GRANT & CO INC6 years Service code 15 · EIN 22-2361254 | Recordkeeping | $34,620 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP. Service code 15 · EIN 95-2834236 | Recordkeeping | $13,059 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,339 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,582 | $87,870+5.4% | $113,168-18.2% | $74,304+24.6% |
| Participation rate | 90.9% | 70.7%+20.2pp | 76.6%+14.3pp | 60.3%+30.6pp |
| Annual return | 41.56% | 26.44%+15.1pp | 24.27%+17.3pp | 29.43%+12.1pp |
| Employer contribution / active EE | $2,975 | $2,277+30.7% | $2,9750% | $2,241+32.8% |
| Participant deferral / active EE | $10,196 | $4,241+140.4% | $5,107+99.6% | $3,767+170.6% |
| Admin fee / account holder | $339 | $3,368-89.9% | $12,068-97.2% | $2,969-88.6% |