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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.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,997 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $65,720 | $76,173-13.7% | $81,382-19.2% | $199,593-67.1% |
| Participation rate | 30.1% | 76.3%-46.2pp | 69.5%-39.4pp | 72.0%-41.9pp |
| Annual return | 12.19% | 15.59%-3.4pp | 24.73%-12.5pp | 34.25%-22.1pp |
| Employer contribution / active EE | $591 | $2,792-78.8% | $2,463-76.0% | $3,034-80.5% |
| Participant deferral / active EE | $1,913 | $4,201-54.5% | $3,883-50.7% | $5,087-62.4% |
| Admin fee / account holder | $184 | $146+26.3% | $5,768-96.8% | $269-31.4% |