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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 | $88,328 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,665 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,656 | $87,870+49.8% | $113,168+16.3% | $74,304+77.2% |
| Participation rate | 88.1% | 70.7%+17.4pp | 76.6%+11.6pp | 60.3%+27.8pp |
| Annual return | 10.92% | 26.44%-15.5pp | 24.27%-13.4pp | 29.43%-18.5pp |
| Employer contribution / active EE | $7,324 | $2,277+221.6% | $2,975+146.2% | $2,241+226.8% |
| Participant deferral / active EE | $3,663 | $4,241-13.6% | $5,107-28.3% | $3,767-2.8% |
| Admin fee / account holder | $651 | $3,368-80.7% | $12,068-94.6% | $2,969-78.1% |