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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,533 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,578 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,920 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,237 | $91,407+69.8% | $135,903+14.2% | $71,457+117.2% |
| Participation rate | 95.7% | 75.7%+20.1pp | 81.9%+13.8pp | 67.9%+27.8pp |
| Annual return | 10.52% | 29.90%-19.4pp | 68.23%-57.7pp | 28.85%-18.3pp |
| Employer contribution / active EE | $4,156 | $3,703+12.2% | $4,856-14.4% | $2,588+60.6% |
| Participant deferral / active EE | $8,601 | $7,092+21.3% | $7,758+10.9% | $4,289+100.5% |
| Admin fee / account holder | $392 | $1,266-69.0% | $10,762-96.4% | $1,587-75.3% |