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 |
|---|---|---|
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $15,289 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,114 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,158 | $29,548-8.1% | $56,411-51.9% | $77,643-65.0% |
| Participation rate | 44.5% | 32.7%+11.8pp | 52.5%-8.0pp | 70.6%-26.1pp |
| Annual return | 12.96% | 19.01%-6.1pp | 1701.33%-1688.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,036 | $568+82.4% | $1,039-0.3% | $2,726-62.0% |
| Participant deferral / active EE | $1,919 | $1,061+80.9% | $1,952-1.7% | $4,647-58.7% |
| Admin fee / account holder | $186 | $1,046-82.2% | $2,829-93.4% | $430-56.8% |