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 FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $60,914 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,872 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,196 | $132,049-11.2% | $200,582-41.6% | $74,304+57.7% |
| Participation rate | 91.0% | 84.1%+7.0pp | 86.9%+4.1pp | 60.3%+30.7pp |
| Annual return | 17.42% | 22.22%-4.8pp | 42.33%-24.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,790 | $4,558-60.7% | $6,419-72.1% | $2,241-20.1% |
| Participant deferral / active EE | $5,455 | $7,213-24.4% | $9,331-41.5% | $3,767+44.8% |
| Admin fee / account holder | $407 | $2,405-83.1% | $16,305-97.5% | $2,969-86.3% |