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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 FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $20,034 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,116 |
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).
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 | $33,056 | $61,272-46.1% | $149,673-77.9% | $71,457-53.7% |
| Participation rate | 47.6% | 62.5%-14.9pp | 78.8%-31.2pp | 67.9%-20.3pp |
| Annual return | 13.55% | 35.85%-22.3pp | 134.42%-120.9pp | 28.85%-15.3pp |
| Employer contribution / active EE | $543 | $2,378-77.2% | $4,818-88.7% | $2,588-79.0% |
| Participant deferral / active EE | $1,382 | $2,917-52.6% | $5,680-75.7% | $4,289-67.8% |
| Admin fee / account holder | $273 | $1,261-78.3% | $13,210-97.9% | $1,587-82.8% |