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 |
|---|---|---|
Filed as: LEVEL FOUR ADVISORY SERVICES, LLC Service code 27 12400 COIT ROAD · DALLAS, TX 752512059 | Advisory (Plan) | $23,094 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $15,755 |
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 | $113,624 | $332,085-65.8% | $149,673-24.1% | - |
| Participation rate | 87.9% | 60.9%+27.0pp | 78.8%+9.1pp | - |
| Annual return | 17.27% | 51.04%-33.8pp | 134.42%-117.1pp | - |
| Employer contribution / active EE | $3,504 | $2,795+25.4% | $4,818-27.3% | - |
| Participant deferral / active EE | $7,670 | $2,947+160.2% | $5,680+35.0% | - |
| Admin fee / account holder | $332 | $47,995-99.3% | $13,210-97.5% | - |