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 15 · EIN 01-0233346 | Recordkeeping | $3,231 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,708 | $65,376-10.2% | $87,100-32.6% | $65,185-9.9% |
| Participation rate | 65.0% | 75.3%-10.4pp | 76.9%-11.9pp | 70.2%-5.2pp |
| Annual return | 21.52% | 31.27%-9.7pp | 28.19%-6.7pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,445 | $1,822+34.2% | $2,521-3.0% | $2,177+12.3% |
| Participant deferral / active EE | $6,068 | $3,388+79.1% | $4,049+49.9% | $3,514+72.7% |
| Admin fee / account holder | $196 | $520-62.2% | $7,497-97.4% | $847-76.8% |