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 |
|---|---|---|
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $56,268 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,406 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,689 | $96,484-21.6% | $156,263-51.6% | $74,304+1.9% |
| Participation rate | 98.6% | 67.7%+30.9pp | 78.9%+19.7pp | 60.3%+38.2pp |
| Annual return | 17.57% | 17.73%-0.2pp | 59.47%-41.9pp | 29.43%-11.9pp |
| Employer contribution / active EE | $3,206 | $2,528+26.8% | $4,333-26.0% | $2,241+43.1% |
| Participant deferral / active EE | $7,675 | $4,286+79.1% | $6,158+24.6% | $3,767+103.7% |
| Admin fee / account holder | $357 | $3,728-90.4% | $14,255-97.5% | $2,969-88.0% |