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 FINANCIAL3 years Service code 99 · EIN 04-3046611 | Other Fees | $31,559 |
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 | $79,740 | $47,922+66.4% | $75,886+5.1% | $65,185+22.3% |
| Participation rate | 71.7% | 63.0%+8.7pp | 69.3%+2.4pp | 70.2%+1.5pp |
| Annual return | 31.40% | 24.12%+7.3pp | 30.76%+0.6pp | 29.38%+2.0pp |
| Employer contribution / active EE | $646 | $1,557-58.5% | $2,500-74.2% | $2,177-70.3% |
| Participant deferral / active EE | $5,286 | $2,550+107.3% | $3,603+46.7% | $3,514+50.4% |
| Admin fee / account holder | $14 | $532-97.3% | $5,418-99.7% | $847-98.3% |