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 FINANCIAL2 years Service code 16 · EIN 04-3046611 | Consulting | $78,125 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,522 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $14,860 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,362 | $100,801-0.4% | $149,696-33.0% | $73,409+36.7% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.5%+15.0pp | 72.2%+25.3pp |
| Annual return | 15.70% | 265.34%-249.6pp | 276.60%-260.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $3,220 | $3,312-2.8% | $4,644-30.7% | $2,234+44.1% |
| Participant deferral / active EE | $4,470 | $6,404-30.2% | $6,842-34.7% | $3,805+17.5% |
| Admin fee / account holder | $327 | $181+80.7% | $9,309-96.5% | $158+106.9% |