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 FINANCIAL5+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $25,155 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,414 |
ADP BROKER-DEALER5+ 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 | $70,885 | $45,602+55.4% | $117,472-39.7% | $66,914+5.9% |
| Participation rate | 83.3% | 57.6%+25.7pp | 70.6%+12.7pp | 69.8%+13.5pp |
| Annual return | -16.23% | -16.74%+0.5pp | 29.74%-46.0pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,265 | $1,579+43.5% | $4,176-45.8% | $2,544-11.0% |
| Participant deferral / active EE | $4,657 | $2,845+63.7% | $4,070+14.4% | $4,237+9.9% |
| Admin fee / account holder | $197 | $661-70.2% | $5,645-96.5% | $593-66.8% |