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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,152 |
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $16,491 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,176 | $67,606-9.5% | $82,313-25.7% | $70,131-12.8% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.9%+15.8pp | 69.5%+23.1pp |
| Annual return | 18.66% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,085 | $1,755+18.8% | $2,428-14.2% | $2,342-11.0% |
| Participant deferral / active EE | $5,873 | $2,987+96.6% | $3,706+58.5% | $3,332+76.3% |
| Admin fee / account holder | $300 | $4,512-93.3% | $5,608-94.6% | $4,645-93.5% |