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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,314 |
Filed as: BOYER & RITTER, LLC Service code 10 · EIN 23-1311005 211 HOUSE AVE · CAMP HILL, PA 17011 | Accounting | $14,500 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 55 · EIN 35-1151034 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,298 | $51,821+14.4% | $93,606-36.7% | - |
| Participation rate | 94.8% | 67.7%+27.1pp | 68.7%+26.1pp | - |
| Annual return | 12.68% | 11.30%+1.4pp | 133.20%-120.5pp | - |
| Employer contribution / active EE | $1,795 | $1,278+40.5% | $2,420-25.8% | - |
| Participant deferral / active EE | $5,005 | $3,260+53.6% | $4,411+13.5% | - |
| Admin fee / account holder | $65 | $4,565-98.6% | $8,285-99.2% | - |