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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,908 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $24,374 |
RKL LLP6 years Service code 10 · EIN 23-2108173 | Accounting | $9,156 |
Filed as: LEAF HOUSE FINANCIAL ADVISORS Service code 26 · EIN 26-4311657 | Advisory (Participants) | $5,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,650 | $72,994-32.0% | $120,354-58.7% | $77,643-36.1% |
| Participation rate | 55.6% | 55.2%+0.4pp | 71.9%-16.3pp | 70.6%-14.9pp |
| Annual return | 15.29% | 18.23%-2.9pp | 107.15%-91.9pp | 31.24%-15.9pp |
| Employer contribution / active EE | $996 | $1,793-44.5% | $3,463-71.2% | $2,726-63.5% |
| Participant deferral / active EE | $2,109 | $3,011-30.0% | $4,991-57.7% | $4,647-54.6% |
| Admin fee / account holder | $280 | $658-57.4% | $9,423-97.0% | $430-34.9% |