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 9-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 FINANCIAL7 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $60,032 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $40,811 |
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 | $73,499 | $106,028-30.7% | $146,958-50.0% | $77,643-5.3% |
| Participation rate | 80.8% | 78.4%+2.4pp | 82.2%-1.4pp | 70.6%+10.2pp |
| Annual return | 17.77% | 56.73%-39.0pp | 418.34%-400.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,046 | $4,063-49.6% | $4,933-58.5% | $2,726-24.9% |
| Participant deferral / active EE | $6,667 | $7,990-16.6% | $8,070-17.4% | $4,647+43.5% |
| Admin fee / account holder | $184 | $337-45.6% | $12,998-98.6% | $430-57.4% |