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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $18,961 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,792 | $65,061-66.5% | $143,757-84.8% | $66,914-67.4% |
| Participation rate | 46.0% | 65.2%-19.2pp | 80.3%-34.3pp | 69.8%-23.8pp |
| Annual return | -16.31% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $560 | $2,361-76.3% | $4,951-88.7% | $2,544-78.0% |
| Participant deferral / active EE | $1,309 | $2,919-55.2% | $5,637-76.8% | $4,237-69.1% |
| Admin fee / account holder | $195 | $502-61.1% | $14,673-98.7% | $593-67.1% |