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 7-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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $29,756 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $14,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,620 | $60,795-13.4% | $69,455-24.2% | $65,185-19.3% |
| Participation rate | 69.1% | 74.9%-5.8pp | 74.6%-5.5pp | 70.2%-1.1pp |
| Annual return | 20.06% | 17.46%+2.6pp | 28.97%-8.9pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,161 | $2,452-52.7% | $2,779-58.2% | $2,177-46.7% |
| Participant deferral / active EE | $3,630 | $3,162+14.8% | $3,535+2.7% | $3,514+3.3% |
| Admin fee / account holder | $5 | $314-98.4% | $3,839-99.9% | $847-99.4% |