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 Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $12,514 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,956 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $39,567 | $91,762-56.9% | $67,502-41.4% | $77,643-49.0% |
| Participation rate | 29.4% | 75.9%-46.5pp | 72.9%-43.5pp | 70.6%-41.2pp |
| Annual return | 32.12% | 14.87%+17.2pp | 3512.12%-3480.0pp | 31.24%+0.9pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,561 | $3,903-34.4% | $4,000-36.0% | $4,647-44.9% |
| Admin fee / account holder | $97 | $176-45.1% | $3,998-97.6% | $430-77.5% |