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 7-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 |
|---|---|---|
LPL FINANCIAL7+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $27,254 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,627 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,921 | $52,406+75.4% | $129,207-28.9% | $74,495+23.4% |
| Participation rate | 85.4% | 53.8%+31.6pp | 69.6%+15.8pp | 67.2%+18.2pp |
| Annual return | 14.55% | 15.66%-1.1pp | 9417.33%-9402.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,657 | $1,531+73.6% | $4,153-36.0% | $2,623+1.3% |
| Participant deferral / active EE | $5,406 | $2,794+93.4% | $4,168+29.7% | $4,346+24.4% |
| Admin fee / account holder | $196 | $2,633-92.5% | $7,715-97.5% | $1,942-89.9% |