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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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,410 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,387 |
Filed as: CLOSED DLR - ALLEN & CO Service code 27 · EIN 59-0913641 | Advisory (Plan) | $9,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,388 | $84,936-12.4% | $111,297-33.2% | $79,386-6.3% |
| Participation rate | 59.8% | 75.9%-16.1pp | 77.3%-17.6pp | 70.7%-10.9pp |
| Annual return | 14.03% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,645 | $1,979-16.9% | $2,731-39.8% | $2,427-32.2% |
| Participant deferral / active EE | $3,140 | $3,888-19.2% | $4,487-30.0% | $4,046-22.4% |
| Admin fee / account holder | $431 | $537-19.7% | $7,964-94.6% | $626-31.2% |