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 9-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 37 · EIN 04-2647786 | Loan Processing | $93,003 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
HERBEIN & COMPANY, INC.2 years Filed as: HERBEIN + CO., INC. Service code 10 · EIN 23-2415973 | Accounting | $15,500 |
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 | $55,437 | $111,491-50.3% | $189,513-70.7% | $86,799-36.1% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.8%+8.6pp | 72.3%+24.1pp |
| Annual return | 15.69% | 83.50%-67.8pp | 555.15%-539.5pp | 97.91%-82.2pp |
| Employer contribution / active EE | $2,450 | $3,951-38.0% | $6,162-60.2% | $2,405+1.8% |
| Participant deferral / active EE | $6,706 | $6,437+4.2% | $8,221-18.4% | $4,131+62.3% |
| Admin fee / account holder | $244 | $189+29.4% | $12,045-98.0% | $170+44.0% |