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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.
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| Provider | Service type | Compensation |
|---|---|---|
LEVEL FOUR ADVISORY SERVICES2 years Filed as: LEVEL FOUR ADVISORY SERVICES, LLC Service code 27 12400 COIT ROAD · DALLAS, TX 752512059 | Advisory (Plan) | $31,433 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $17,516 |
11 funds of $250K or more; 18 lines in all, holding $12.4M of the plan's $15.6M. From the 2024 filing. Recordkeeper: CPI Qualified Plan Consultants.
Target-date series: American Funds Target Date, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Individually Directed Accounts Various Manager not matched · Other | $4.6M | 36.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $2.2M | 17.3% |
| Neuberger Large Cap Value Fund Class R6 Neuberger Berman · Mutual fund | $1.3M | 10.1% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $1.2M | 9.5% |
| New York Life Investment MainStay Winslow Large Cap Growth Fund; R6 New York Life · Mutual fund | $1.2M | 9.4% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $454K | 3.6% |
| American Funds US Government Sec R6 Capital Group · Mutual fund | $418K | 3.4% |
| Cash and cash equivalents: American Funds US Government Money Market R6 Capital Group · Money market | $279K | 2.2% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $225K | 1.8% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $208K | 1.7% |
See the other 8 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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 | $121,515 | $55,415+119.3% | $155,509-21.9% | $74,495+63.1% |
| Participation rate | 85.7% | 61.9%+23.8pp | 78.2%+7.5pp | 67.2%+18.5pp |
| Annual return | 14.42% | 268.50%-254.1pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,175 | $2,267+40.1% | $4,672-32.0% | $2,623+21.1% |
| Participant deferral / active EE | $6,959 | $2,836+145.4% | $5,626+23.7% | $4,346+60.1% |
| Admin fee / account holder | $382 | $1,738-78.0% | $15,912-97.6% | $1,942-80.3% |