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 84-0467907 | Recordkeeping | $4,506 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $0 |
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 | $36,031 | $59,263-39.2% | $96,562-62.7% | $79,386-54.6% |
| Participation rate | 73.9% | 61.9%+12.0pp | 69.8%+4.1pp | 70.7%+3.2pp |
| Annual return | 14.51% | 27.07%-12.6pp | 37.78%-23.3pp | 116.85%-102.3pp |
| Employer contribution / active EE | $647 | $1,216-46.7% | $2,356-72.5% | $2,427-73.3% |
| Participant deferral / active EE | $3,659 | $2,948+24.1% | $3,849-4.9% | $4,046-9.5% |
| Admin fee / account holder | $14 | $658-97.9% | $6,181-99.8% | $626-97.8% |