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 13 · EIN 42-0127290 | Contract Administrator | $53,167 |
LPL FINANCIAL1 year Filed as: LPL ENTERPRISE, LLC Service code 49 · EIN 25-1395109 | Other Services | $33,462 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $53,981 | $87,870-38.6% | $113,168-52.3% | $74,304-27.4% |
| Participation rate | 85.3% | 70.7%+14.6pp | 76.6%+8.7pp | 60.3%+25.0pp |
| Annual return | 15.51% | 26.44%-10.9pp | 24.27%-8.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,204 | $2,277-3.2% | $2,975-25.9% | $2,241-1.6% |
| Participant deferral / active EE | $5,028 | $4,241+18.6% | $5,107-1.5% | $3,767+33.5% |
| Admin fee / account holder | $304 | $3,368-91.0% | $12,068-97.5% | $2,969-89.8% |