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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,808 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,103 | $35,986+147.6% | $77,482+15.0% | $73,488+21.2% |
| Participation rate | 64.8% | 40.8%+23.9pp | 54.2%+10.6pp | 70.7%-5.9pp |
| Annual return | 14.46% | 19.26%-4.8pp | 54.79%-40.3pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,063 | $557+90.7% | $986+7.7% | $2,270-53.2% |
| Participant deferral / active EE | $3,515 | $1,198+193.5% | $1,861+88.8% | $3,740-6.0% |
| Admin fee / account holder | $143 | $466-69.3% | $2,858-95.0% | $513-72.1% |