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 10 · EIN 39-1750654 | Accounting | $14,400 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $13,983 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,129 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,200 | $76,050-53.7% | $96,544-63.5% | $71,457-50.7% |
| Participation rate | 91.5% | 74.4%+17.1pp | 76.0%+15.5pp | 67.9%+23.6pp |
| Annual return | 16.26% | 22.81%-6.5pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $726 | $2,244-67.6% | $2,965-75.5% | $2,588-71.9% |
| Participant deferral / active EE | $3,265 | $4,215-22.5% | $4,851-32.7% | $4,289-23.9% |
| Admin fee / account holder | $85 | $2,707-96.8% | $8,252-99.0% | $1,587-94.6% |