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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $95,273 |
LPL FINANCIAL6+ years Service code 28 · EIN 04-3046611 | Investment Management | $40,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $153,048 | $84,948+80.2% | $70,449+117.2% | $73,409+108.5% |
| Participation rate | 97.8% | 79.9%+17.8pp | 75.1%+22.7pp | 72.2%+25.6pp |
| Annual return | 11.16% | 13.39%-2.2pp | 109.03%-97.9pp | 59.29%-48.1pp |
| Employer contribution / active EE | $5,183 | $2,834+82.9% | $2,737+89.4% | $2,234+132.1% |
| Participant deferral / active EE | $7,378 | $3,387+117.8% | $3,709+98.9% | $3,805+93.9% |
| Admin fee / account holder | $128 | $98+30.6% | $3,845-96.7% | $158-18.9% |