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+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $69,810 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,705 | $27,330+48.9% | $67,711-39.9% | $55,191-26.2% |
| Participation rate | 57.4% | 47.5%+9.8pp | 67.5%-10.2pp | 69.2%-11.8pp |
| Annual return | -1.00% | 8.81%-9.8pp | 25.41%-26.4pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,107 | $855+29.5% | $2,559-56.8% | $1,899-41.7% |
| Participant deferral / active EE | $6,084 | $1,709+256.0% | $3,585+69.7% | $3,046+99.7% |
| Admin fee / account holder | $145 | $109+32.8% | $4,255-96.6% | $91+59.8% |