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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $77,471 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $48,916 |
THE HASLAUER GROUP, INC.9+ years Service code 15 · EIN 72-1487108 | Recordkeeping | $1,213 |
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 | $204,150 | $91,407+123.3% | $135,903+50.2% | $71,457+185.7% |
| Participation rate | 91.2% | 75.7%+15.6pp | 81.9%+9.3pp | 67.9%+23.3pp |
| Annual return | 19.18% | 29.90%-10.7pp | 68.23%-49.0pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,698 | $3,703-27.1% | $4,856-44.4% | $2,588+4.3% |
| Participant deferral / active EE | $7,198 | $7,092+1.5% | $7,758-7.2% | $4,289+67.8% |
| Admin fee / account holder | $470 | $1,266-62.8% | $10,762-95.6% | $1,587-70.4% |