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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.
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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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,405 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $16,975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,478 | $81,900-15.2% | $119,609-41.9% | $68,494+1.4% |
| Participation rate | 93.9% | 71.9%+22.0pp | 79.3%+14.6pp | 67.9%+26.0pp |
| Annual return | -14.48% | -23.82%+9.3pp | -14.97%+0.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,403 | $2,693-10.8% | $4,232-43.2% | $2,596-7.4% |
| Participant deferral / active EE | $6,306 | $4,148+52.0% | $5,602+12.6% | $4,027+56.6% |
| Admin fee / account holder | $302 | $6,582-95.4% | $10,323-97.1% | $5,403-94.4% |