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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,601 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $1,040 |
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 | $44,390 | $86,332-48.6% | $125,175-64.5% | $65,185-31.9% |
| Participation rate | 96.0% | 75.3%+20.7pp | 79.8%+16.2pp | 70.2%+25.8pp |
| Annual return | 23.25% | 27.43%-4.2pp | 43.79%-20.5pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,106 | $2,040-45.8% | $3,865-71.4% | $2,177-49.2% |
| Participant deferral / active EE | $3,445 | $3,537-2.6% | $4,937-30.2% | $3,514-2.0% |
| Admin fee / account holder | $269 | $609-55.9% | $9,702-97.2% | $847-68.3% |