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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $35,477 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,052 |
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 | $15,758 | $52,293-69.9% | $178,490-91.2% | $73,409-78.5% |
| Participation rate | 95.2% | 65.3%+29.9pp | 81.9%+13.3pp | 72.2%+23.1pp |
| Annual return | 16.24% | 34.75%-18.5pp | 151.07%-134.8pp | 59.29%-43.1pp |
| Employer contribution / active EE | $800 | $1,735-53.9% | $5,011-84.0% | $2,234-64.2% |
| Participant deferral / active EE | $1,564 | $2,332-32.9% | $5,202-69.9% | $3,805-58.9% |
| Admin fee / account holder | $177 | $127+38.9% | $13,984-98.7% | $158+12.0% |