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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $15,302 |
Service code 10 · EIN 39-1750654 | Accounting | $13,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,417 |
NATIONAL FINANCIAL SERVICES4 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $13 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,041 | $65,435-52.6% | $86,677-64.2% | $66,914-53.6% |
| Participation rate | 91.4% | 75.5%+16.0pp | 76.6%+14.9pp | 69.8%+21.6pp |
| Annual return | -13.24% | -10.89%-2.3pp | 35.91%-49.1pp | 1.58%-14.8pp |
| Employer contribution / active EE | $738 | $2,153-65.7% | $2,836-74.0% | $2,544-71.0% |
| Participant deferral / active EE | $3,285 | $4,100-19.9% | $4,656-29.4% | $4,237-22.5% |
| Admin fee / account holder | $87 | $642-86.5% | $7,493-98.8% | $593-85.4% |