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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $96,199 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL, LLC Service code 16 · EIN 95-2834236 | Consulting | $44,219 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,496 | $52,953+82.2% | $172,739-44.1% | $65,185+48.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.27% | 30.12%-8.8pp | 802.84%-781.6pp | 29.38%-8.1pp |
| Employer contribution / active EE | $5,642 | $2,190+157.7% | $5,143+9.7% | $2,177+159.2% |
| Participant deferral / active EE | $6,328 | $2,471+156.1% | $5,198+21.7% | $3,514+80.1% |
| Admin fee / account holder | $532 | $472+12.7% | $13,954-96.2% | $847-37.2% |