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 Filed as: LPL FINANCIAL CORPORATION Service code 17 P O BOX 502533 · SAN DIEGO, CA 92150 | Pension Consulting | $61,231 |
MINNESOTA LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $39,747 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,642 | $101,317+38.8% | $146,958-4.3% | $74,495+88.8% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+9.0pp | 67.2%+23.9pp |
| Annual return | 14.25% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $7,749 | $3,810+103.4% | $4,933+57.1% | $2,623+195.4% |
| Participant deferral / active EE | $18,119 | $7,303+148.1% | $8,070+124.5% | $4,346+316.9% |
| Admin fee / account holder | $299 | $1,739-82.8% | $12,998-97.7% | $1,942-84.6% |