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 | $58,556 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS, LLC Service code 10 · EIN 44-0160260 | Accounting | $8,250 |
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 | $141,852 | $93,571+51.6% | $135,903+4.4% | $75,163+88.7% |
| Participation rate | 70.2% | 75.2%-4.9pp | 81.9%-11.7pp | 67.2%+3.0pp |
| Annual return | 22.12% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,706 | $3,537-51.7% | $4,856-64.9% | $2,670-36.1% |
| Participant deferral / active EE | $14,899 | $6,404+132.6% | $7,758+92.1% | $4,125+261.2% |
| Admin fee / account holder | $500 | $6,975-92.8% | $10,762-95.3% | $5,651-91.1% |