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 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 FINANCIAL10+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $29,358 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,958 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,751 | $66,098-44.4% | $101,794-63.9% | $74,304-50.5% |
| Participation rate | 84.4% | 53.8%+30.6pp | 69.2%+15.2pp | 60.3%+24.0pp |
| Annual return | 15.25% | 19.59%-4.3pp | 30.53%-15.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,021 | $2,781+8.6% | $4,084-26.0% | $3,767-19.8% |
| Admin fee / account holder | $230 | $4,146-94.4% | $8,777-97.4% | $2,969-92.2% |