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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,968 |
LPL FINANCIAL2 years Filed as: NEXT FINANCIAL GROUP INC Service code 27 · EIN 54-1900002 | Advisory (Plan) | $34,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,732 | $66,457-19.1% | $81,382-34.0% | $77,643-30.8% |
| Participation rate | 99.2% | 68.7%+30.5pp | 69.5%+29.7pp | 70.6%+28.6pp |
| Annual return | 15.64% | 15.93%-0.3pp | 24.73%-9.1pp | 31.24%-15.6pp |
| Employer contribution / active EE | $4,102 | $2,159+90.0% | $2,463+66.6% | $2,726+50.5% |
| Participant deferral / active EE | $6,413 | $3,679+74.3% | $3,883+65.1% | $4,647+38.0% |
| Admin fee / account holder | $229 | $583-60.6% | $5,768-96.0% | $430-46.7% |