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 |
|---|---|---|
LPL FINANCIAL1 year Service code 99 · EIN 04-3046611 | Other Fees | $0 |
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 | $27,515 | $50,152-45.1% | $71,671-61.6% | - |
| Participation rate | 76.8% | 59.4%+17.3pp | 68.7%+8.0pp | - |
| Annual return | 15.44% | 9.73%+5.7pp | 20.65%-5.2pp | - |
| Employer contribution / active EE | $519 | $997-47.9% | $2,460-78.9% | - |
| Participant deferral / active EE | $1,643 | $1,978-16.9% | $3,438-52.2% | - |
| Admin fee / account holder | $134 | $1,576-91.5% | $5,558-97.6% | - |