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 Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $70,111 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,828 |
ASCENSUS LLC1 year Service code 55 · EIN 11-3665754 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,098 | $100,923-41.4% | $150,045-60.6% | $74,304-20.5% |
| Participation rate | 54.2% | 70.1%-15.9pp | 82.3%-28.1pp | 60.3%-6.2pp |
| Annual return | 16.51% | 51.77%-35.3pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,686 | $6,709+29.5% | $7,997+8.6% | $3,767+130.6% |
| Admin fee / account holder | $349 | $2,767-87.4% | $13,435-97.4% | $2,969-88.2% |