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 9-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 15 · EIN 65-0608221 | Recordkeeping | $89,174 |
LPL FINANCIAL1 year Service code 26 · EIN 04-3046611 | Advisory (Participants) | $29,843 |
Service code 14 · EIN 26-0177492 | Plan Administrator | $21,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,213 | $155,795-78.7% | $136,294-75.6% | $69,631-52.3% |
| Participation rate | 49.6% | 75.2%-25.6pp | 81.9%-32.3pp | 70.7%-21.0pp |
| Annual return | 18.63% | 232464.33%-232445.7pp | 5155.94%-5137.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $741 | $2,991-75.2% | $4,695-84.2% | $2,032-63.6% |
| Participant deferral / active EE | $2,719 | $5,394-49.6% | $6,247-56.5% | $3,224-15.6% |
| Admin fee / account holder | $228 | $128+77.5% | $9,243-97.5% | $110+106.1% |