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 FINANCIAL1 year Filed as: LPL FINANCIAL CORPORTATION Service code 99 | Other Fees | $19,341 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 | Other Services | $17,214 |
LPL FINANCIAL1 year Service code 16 · EIN 04-3046611 325 N. CORPORATE DRIVE · BROOKFIELD, WI 53045 | Consulting | $13,386 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 10 · EIN 39-1915811 5117 GREEN BAY ROAD, STE B · KENOSHA, WI 53144 | Accounting | $9,225 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $5,736 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,049 | $88,890-72.9% | $102,423-76.5% | $77,643-69.0% |
| Participation rate | 81.5% | 80.9%+0.6pp | 76.5%+5.0pp | 70.6%+10.9pp |
| Annual return | 12.47% | 24.98%-12.5pp | 29.32%-16.8pp | 31.24%-18.8pp |
| Employer contribution / active EE | $588 | $2,698-78.2% | $3,023-80.5% | $2,726-78.4% |
| Participant deferral / active EE | $4,278 | $5,145-16.9% | $5,053-15.3% | $4,647-8.0% |
| Admin fee / account holder | $134 | $235-43.2% | $9,451-98.6% | $430-69.0% |