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 8-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 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Cl... | $23,780 |
LPL FINANCIAL2 years Service code 16 · EIN 95-2834236 | Consulting | $8,224 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,617 | $55,636-32.4% | $81,983-54.1% | $73,488-48.8% |
| Participation rate | 90.7% | 62.3%+28.4pp | 69.2%+21.4pp | 70.7%+20.0pp |
| Annual return | 18.44% | 19.07%-0.6pp | 41.31%-22.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $847 | $1,625-47.9% | $2,498-66.1% | $2,270-62.7% |
| Participant deferral / active EE | $3,503 | $2,762+26.8% | $3,722-5.9% | $3,740-6.3% |
| Admin fee / account holder | $181 | $493-63.4% | $5,664-96.8% | $513-64.8% |