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 FINANCIAL7+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $24,176 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,067 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,178 | $49,451-49.1% | $79,550-68.3% | $66,914-62.4% |
| Participation rate | 81.0% | 61.3%+19.7pp | 69.5%+11.5pp | 69.8%+11.2pp |
| Annual return | -19.54% | 84.25%-103.8pp | 0.16%-19.7pp | 1.58%-21.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,315 | $3,159-26.7% | $3,985-41.9% | $4,237-45.4% |
| Admin fee / account holder | $209 | $595-64.8% | $6,832-96.9% | $593-64.8% |