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 FINANCIAL6 years Service code 16 · EIN 04-3046611 | Consulting | $50,833 |
Service code 16 · EIN 82-1434504 | Consulting | $10,167 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 · EIN 87-1363769 | Accounting | $9,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$40,797 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,859 | $81,357+20.3% | $75,972+28.8% | $199,593-51.0% |
| Participation rate | 96.2% | 69.9%+26.3pp | 69.1%+27.2pp | 72.0%+24.3pp |
| Annual return | 16.91% | 16.32%+0.6pp | 359.55%-342.6pp | 34.25%-17.3pp |
| Employer contribution / active EE | $5,454 | $3,341+63.3% | $2,685+103.1% | $3,034+79.8% |
| Participant deferral / active EE | $11,035 | $4,710+134.3% | $4,255+159.3% | $5,087+116.9% |
| Admin fee / account holder | $19 | $144-86.9% | $6,467-99.7% | $269-92.9% |