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 37 · EIN 04-2647786 | Loan Processing | $2,350 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,332 | $73,638-19.4% | $95,952-38.2% | $73,488-19.3% |
| Participation rate | 57.0% | 76.2%-19.2pp | 77.1%-20.1pp | 70.7%-13.7pp |
| Annual return | 12.10% | 16.78%-4.7pp | 91.61%-79.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $683 | $1,863-63.4% | $2,541-73.1% | $2,270-69.9% |
| Participant deferral / active EE | $1,987 | $3,617-45.1% | $4,167-52.3% | $3,740-46.9% |
| Admin fee / account holder | $14 | $482-97.2% | $6,795-99.8% | $513-97.4% |