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 8-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 Filed as: LPL FINANCIAL LLC RPCP Service code 15 · EIN 04-3046611 P O BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $39,073 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,204 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,503 | $91,407-46.9% | $135,903-64.3% | $71,457-32.1% |
| Participation rate | 94.6% | 75.7%+18.9pp | 81.9%+12.7pp | 67.9%+26.6pp |
| Annual return | 18.69% | 29.90%-11.2pp | 68.23%-49.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $4,578 | $3,703+23.6% | $4,856-5.7% | $2,588+76.9% |
| Participant deferral / active EE | $8,039 | $7,092+13.3% | $7,758+3.6% | $4,289+87.4% |
| Admin fee / account holder | $310 | $1,266-75.5% | $10,762-97.1% | $1,587-80.5% |