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 |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $16,815 |
Filed as: DJA CPAS, S.C. Service code 10 · EIN 39-1750654 | Accounting | $15,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,494 |
NATIONAL FINANCIAL SERVICES6 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,777 | $79,171-47.2% | $102,423-59.2% | $74,495-43.9% |
| Participation rate | 95.1% | 74.8%+20.3pp | 76.5%+18.6pp | 67.2%+27.9pp |
| Annual return | 11.96% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $833 | $2,362-64.7% | $3,023-72.4% | $2,623-68.2% |
| Participant deferral / active EE | $3,629 | $4,415-17.8% | $5,053-28.2% | $4,346-16.5% |
| Admin fee / account holder | $101 | $2,001-95.0% | $9,451-98.9% | $1,942-94.8% |