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 37 · EIN 04-2647786 | Loan Processing | $101,626 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,264 |
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 | $83,289 | $122,186-31.8% | $146,958-43.3% | $199,593-58.3% |
| Participation rate | 89.9% | 78.3%+11.6pp | 82.2%+7.7pp | 72.0%+17.9pp |
| Annual return | 15.04% | 30.56%-15.5pp | 418.34%-403.3pp | 34.25%-19.2pp |
| Employer contribution / active EE | $2,756 | $4,093-32.7% | $4,933-44.1% | $3,034-9.2% |
| Participant deferral / active EE | $9,049 | $8,502+6.4% | $8,070+12.1% | $5,087+77.9% |
| Admin fee / account holder | $119 | $179-33.6% | $12,998-99.1% | $269-55.8% |