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 | $49,115 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $2,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,805 | $86,655-43.7% | $119,609-59.2% | $66,914-27.1% |
| Participation rate | 92.6% | 75.6%+17.0pp | 79.3%+13.3pp | 69.8%+22.8pp |
| Annual return | -17.04% | -8.00%-9.0pp | -14.97%-2.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,309 | $2,536-48.4% | $4,232-69.1% | $2,544-48.6% |
| Participant deferral / active EE | $4,495 | $4,358+3.1% | $5,602-19.8% | $4,237+6.1% |
| Admin fee / account holder | $325 | $755-56.9% | $10,323-96.8% | $593-45.2% |