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 | $71,660 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
HERBEIN & COMPANY, INC.5 years Filed as: HERBEIN + CO., INC. Service code 10 · EIN 23-2415973 | Accounting | $17,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,077 | $129,021-56.5% | $184,203-69.6% | $77,643-27.8% |
| Participation rate | 73.1% | 87.3%-14.2pp | 86.8%-13.7pp | 70.6%+2.5pp |
| Annual return | 17.16% | 33.27%-16.1pp | 28.81%-11.7pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,972 | $4,413-55.3% | $6,427-69.3% | $2,726-27.7% |
| Participant deferral / active EE | $5,456 | $7,297-25.2% | $9,131-40.2% | $4,647+17.4% |
| Admin fee / account holder | $156 | $254-38.7% | $13,901-98.9% | $430-63.9% |