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 | $55,068 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,360 |
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 | $58,185 | $82,978-29.9% | $129,995-55.2% | $71,457-18.6% |
| Participation rate | 95.5% | 74.1%+21.4pp | 78.5%+17.0pp | 67.9%+27.6pp |
| Annual return | 17.53% | 20.60%-3.1pp | -137.18%+154.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,379 | $2,622-47.4% | $4,320-68.1% | $2,588-46.7% |
| Participant deferral / active EE | $4,906 | $4,432+10.7% | $5,820-15.7% | $4,289+14.4% |
| Admin fee / account holder | $338 | $1,729-80.5% | $10,614-96.8% | $1,587-78.7% |