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 8-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,985 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $7,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,834 | $52,953-60.7% | $172,739-87.9% | $65,185-68.0% |
| Participation rate | 50.6% | 66.2%-15.6pp | 82.6%-32.0pp | 70.2%-19.6pp |
| Annual return | 17.20% | 30.12%-12.9pp | 802.84%-785.6pp | 29.38%-12.2pp |
| Employer contribution / active EE | $525 | $2,190-76.0% | $5,143-89.8% | $2,177-75.9% |
| Participant deferral / active EE | $1,236 | $2,471-50.0% | $5,198-76.2% | $3,514-64.8% |
| Admin fee / account holder | $154 | $472-67.3% | $13,954-98.9% | $847-81.8% |