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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $20,337 |
HOGANTAYLOR LLP7+ years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,376 |
JP MORGAN SECURITIES LLC1 year Service code 27 · EIN 13-4110995 | Advisory (Plan) | $8,476 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,478 | $84,487+16.6% | $125,339-21.4% | $66,914+47.2% |
| Participation rate | 83.8% | 76.4%+7.4pp | 82.4%+1.4pp | 69.8%+14.0pp |
| Annual return | -18.62% | -8.39%-10.2pp | 572.05%-590.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $2,304 | $3,553-35.2% | $4,814-52.1% | $2,544-9.4% |
| Participant deferral / active EE | $7,294 | $6,781+7.6% | $7,446-2.0% | $4,237+72.2% |
| Admin fee / account holder | $216 | $685-68.4% | $10,010-97.8% | $593-63.6% |