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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 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,500 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 04-3046611 317 W. OAK STREET · VISALIA, CA 93291 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,116 | $54,701-23.0% | $86,188-51.1% | $71,457-41.1% |
| Participation rate | 69.0% | 60.1%+8.9pp | 69.0%0pp | 67.9%+1.1pp |
| Annual return | 11.56% | 20.06%-8.5pp | 1168.45%-1156.9pp | 28.85%-17.3pp |
| Employer contribution / active EE | $365 | $1,265-71.2% | $2,380-84.7% | $2,588-85.9% |
| Participant deferral / active EE | $2,200 | $3,108-29.2% | $3,985-44.8% | $4,289-48.7% |
| Admin fee / account holder | $49 | $1,922-97.5% | $6,852-99.3% | $1,587-96.9% |