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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $56,862 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL SERVICES Service code 16 | Consulting | $18,750 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $929 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL CORP Service code 16 4708 EXECUTIVE DR · SAN DIEGO, CA 92121 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,573 | $56,095-54.4% | $178,490-85.7% | $90,288-71.7% |
| Participation rate | 93.5% | 65.6%+27.9pp | 81.9%+11.6pp | 73.4%+20.1pp |
| Annual return | 14.20% | 28.81%-14.6pp | 151.07%-136.9pp | 53.97%-39.8pp |
| Employer contribution / active EE | $335 | $1,572-78.7% | $5,011-93.3% | $2,524-86.7% |
| Participant deferral / active EE | $2,809 | $2,669+5.2% | $5,202-46.0% | $4,232-33.6% |
| Admin fee / account holder | $24 | $101-76.2% | $13,984-99.8% | $114-79.0% |