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 Service code 16 · EIN 04-3046611 | Consulting | $40,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $18,841 |
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 | $127,903 | $74,552+71.6% | $62,995+103.0% | $69,631+83.7% |
| Participation rate | 99.0% | 78.3%+20.7pp | 74.8%+24.2pp | 70.7%+28.3pp |
| Annual return | 14.89% | 15.77%-0.9pp | 87.57%-72.7pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $4,579 | $2,929+56.3% | $2,759+66.0% | $2,032+125.3% |
| Participant deferral / active EE | $6,312 | $2,974+112.2% | $3,329+89.6% | $3,224+95.8% |
| Admin fee / account holder | $54 | $59-9.4% | $3,600-98.5% | $110-51.3% |