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 FINANCIAL4+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $13,764 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,665 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,291 | $83,477-51.7% | $125,175-67.8% | $72,985-44.8% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 20.94% | 25.78%-4.8pp | 43.79%-22.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $277 | $2,345-88.2% | $3,865-92.8% | $2,440-88.6% |
| Participant deferral / active EE | $3,305 | $3,585-7.8% | $4,937-33.1% | $3,607-8.4% |
| Admin fee / account holder | $239 | $5,517-95.7% | $9,702-97.5% | $5,124-95.3% |