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 Service code 15 · EIN 04-3046611 | Recordkeeping | $5,104 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,406 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,011 | $56,484-82.3% | $169,463-94.1% | $64,186-84.4% |
| Participation rate | 58.0% | 64.5%-6.5pp | 77.8%-19.8pp | 69.6%-11.6pp |
| Annual return | -2.86% | -1.55%-1.3pp | 1.83%-4.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,169 | $3,448-8.1% | $5,277-39.9% | $3,470-8.7% |
| Admin fee / account holder | $76 | $4,174-98.2% | $9,109-99.2% | $4,888-98.4% |