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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.
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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 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $41,182 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $39,227 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,740 | $142,424-10.3% | $100,534+27.1% | $74,304+71.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 80.6%+19.4pp | 60.3%+39.7pp |
| Annual return | 18.68% | 27.53%-8.8pp | 32.66%-14.0pp | 29.43%-10.7pp |
| Employer contribution / active EE | $3,979 | $5,555-28.4% | $4,346-8.4% | $2,241+77.5% |
| Participant deferral / active EE | $9,273 | $8,247+12.4% | $6,144+50.9% | $3,767+146.1% |
| Admin fee / account holder | $526 | $1,986-73.5% | $7,654-93.1% | $2,969-82.3% |