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 13 · EIN 42-0127290 | Contract Administrator | $37,229 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,500 |
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 | $58,917 | $86,655-32.0% | $119,609-50.7% | $66,914-12.0% |
| Participation rate | 78.6% | 75.6%+3.1pp | 79.3%-0.6pp | 69.8%+8.8pp |
| Annual return | -21.93% | -8.00%-13.9pp | -14.97%-7.0pp | 1.58%-23.5pp |
| Employer contribution / active EE | $946 | $2,536-62.7% | $4,232-77.6% | $2,544-62.8% |
| Participant deferral / active EE | $3,180 | $4,358-27.0% | $5,602-43.2% | $4,237-24.9% |
| Admin fee / account holder | $144 | $755-80.9% | $10,323-98.6% | $593-75.7% |