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 |
|---|---|---|
LPL FINANCIAL4 years Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $44,381 |
PAYCHEX, INC.9 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $31,283 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,786 | $88,083+6.5% | $164,813-43.1% | $74,495+25.9% |
| Participation rate | 80.4% | 73.0%+7.3pp | 78.6%+1.8pp | 67.2%+13.2pp |
| Annual return | 17.26% | 17.26%0pp | 69.93%-52.7pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,759 | $2,593+6.4% | $4,341-36.4% | $2,623+5.2% |
| Participant deferral / active EE | $5,183 | $4,498+15.2% | $6,031-14.1% | $4,346+19.3% |
| Admin fee / account holder | $596 | $2,234-73.3% | $12,690-95.3% | $1,942-69.3% |