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 | $50,596 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,139 | $82,664+47.8% | $125,339-2.6% | $68,494+78.3% |
| Participation rate | 77.6% | 75.0%+2.6pp | 82.4%-4.8pp | 67.9%+9.7pp |
| Annual return | -17.65% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,058 | $3,381-39.1% | $4,814-57.3% | $2,596-20.7% |
| Participant deferral / active EE | $14,415 | $6,110+135.9% | $7,446+93.6% | $4,027+257.9% |
| Admin fee / account holder | $468 | $6,275-92.5% | $10,010-95.3% | $5,403-91.3% |