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 FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $20,419 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,605 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,838 | $49,451-5.3% | $79,550-41.1% | $66,914-30.0% |
| Participation rate | 71.2% | 61.3%+9.8pp | 69.5%+1.7pp | 69.8%+1.4pp |
| Annual return | -18.40% | 84.25%-102.6pp | 0.16%-18.6pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,229 | $1,266+76.1% | $2,413-7.6% | $2,544-12.4% |
| Participant deferral / active EE | $5,304 | $3,159+67.9% | $3,985+33.1% | $4,237+25.2% |
| Admin fee / account holder | $411 | $595-30.8% | $6,832-94.0% | $593-30.7% |