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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 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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $15,624 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,960 |
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 | $24,620 | $58,879-58.2% | $178,490-86.2% | $73,488-66.5% |
| Participation rate | 49.0% | 66.2%-17.2pp | 81.9%-32.9pp | 70.7%-21.6pp |
| Annual return | 14.03% | 24.86%-10.8pp | 151.07%-137.0pp | 28.51%-14.5pp |
| Employer contribution / active EE | $630 | $2,236-71.8% | $5,011-87.4% | $2,270-72.2% |
| Participant deferral / active EE | $1,335 | $2,567-48.0% | $5,202-74.3% | $3,740-64.3% |
| Admin fee / account holder | $189 | $400-52.7% | $13,984-98.6% | $513-63.1% |