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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.
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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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,038 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $4,643 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,666 | $76,670-62.6% | $96,683-70.4% | $71,457-59.9% |
| Participation rate | 69.4% | 66.6%+2.8pp | 74.3%-4.9pp | 67.9%+1.5pp |
| Annual return | 17.70% | 48.29%-30.6pp | 35.69%-18.0pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,949 | $3,031-35.7% | $3,737-47.9% | $2,588-24.7% |
| Participant deferral / active EE | $1,087 | $3,771-71.2% | $4,878-77.7% | $4,289-74.7% |
| Admin fee / account holder | $245 | $2,028-87.9% | $6,730-96.4% | $1,587-84.6% |