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 | $52,755 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
FORVIS MAZARS, LLP2 years 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,191 | $109,881+70.4% | $150,045+24.8% | $84,808+120.7% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 16.43% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,346 | $3,561-34.1% | $4,693-50.0% | $2,631-10.8% |
| Participant deferral / active EE | $17,835 | $6,636+168.8% | $7,997+123.0% | $4,212+323.5% |
| Admin fee / account holder | $436 | $8,568-94.9% | $13,435-96.8% | $7,344-94.1% |