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 8-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 FINANCIAL7 years Service code 15 · EIN 04-3046611 | Recordkeeping | $45,576 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,186 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,950 | $101,317-18.1% | $146,958-43.6% | $74,495+11.4% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 14.55% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,887 | $3,810+2.0% | $4,933-21.2% | $2,623+48.2% |
| Participant deferral / active EE | $6,893 | $7,303-5.6% | $8,070-14.6% | $4,346+58.6% |
| Admin fee / account holder | $335 | $1,739-80.7% | $12,998-97.4% | $1,942-82.7% |