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 | $37,281 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,087 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,117 | $81,474-38.5% | $133,956-62.6% | $73,488-31.8% |
| Participation rate | 96.9% | 76.4%+20.5pp | 79.8%+17.0pp | 70.7%+26.2pp |
| Annual return | 10.83% | 19.40%-8.6pp | 45.09%-34.3pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,127 | $2,209-49.0% | $3,919-71.2% | $2,270-50.3% |
| Participant deferral / active EE | $3,651 | $3,786-3.6% | $5,048-27.7% | $3,740-2.4% |
| Admin fee / account holder | $289 | $713-59.5% | $8,927-96.8% | $513-43.7% |