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 |
|---|---|---|
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $19,483 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,460 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,568 | $60,349-27.8% | $74,183-41.3% | $62,891-30.7% |
| Participation rate | 91.5% | 72.7%+18.8pp | 76.6%+14.9pp | 69.3%+22.2pp |
| Annual return | 7.95% | 21.37%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,709 | $1,680+1.7% | $2,370-27.9% | $2,281-25.1% |
| Participant deferral / active EE | $5,488 | $2,856+92.2% | $3,550+54.6% | $3,203+71.4% |
| Admin fee / account holder | $150 | $4,261-96.5% | $5,586-97.3% | $4,296-96.5% |