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 6-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 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $18,625 |
CHATTAHOOCHEE ENTERPRISES LLC3+ years Service code 99 2355 LOG CABIN DR · ATLANTA, GA 30339 | Other Fees | $11,483 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,988 | $78,672-7.2% | $109,143-33.1% | $85,850-15.0% |
| Participation rate | 84.4% | 68.3%+16.1pp | 75.9%+8.5pp | 69.3%+15.1pp |
| Annual return | 15.62% | 25.09%-9.5pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,561 | $2,735-6.4% | $3,722-31.2% | $2,565-0.2% |
| Participant deferral / active EE | $8,113 | $3,467+134.0% | $4,653+74.4% | $3,952+105.3% |
| Admin fee / account holder | $152 | $5,469-97.2% | $6,752-97.8% | $6,260-97.6% |