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 13 · EIN 42-0127290 | Contract Administrator | $21,518 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $12,857 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,197 | $71,516-66.2% | $98,439-75.4% | $71,457-66.1% |
| Participation rate | 96.8% | 72.7%+24.1pp | 75.2%+21.7pp | 67.9%+28.9pp |
| Annual return | 15.62% | 32.41%-16.8pp | 21.16%-5.5pp | 28.85%-13.2pp |
| Employer contribution / active EE | $912 | $2,399-62.0% | $3,048-70.1% | $2,588-64.7% |
| Participant deferral / active EE | $2,661 | $4,109-35.2% | $4,738-43.8% | $4,289-38.0% |
| Admin fee / account holder | $130 | $1,675-92.2% | $8,948-98.5% | $1,587-91.8% |