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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 13 · EIN 42-0127290 | Contract Administrator | $63,347 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $2,392 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,349 | $122,239-57.2% | $184,203-71.6% | $74,495-29.7% |
| Participation rate | 98.4% | 85.5%+12.9pp | 86.8%+11.6pp | 67.2%+31.2pp |
| Annual return | 11.18% | 19.95%-8.8pp | 28.81%-17.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $3,087 | $4,537-32.0% | $6,427-52.0% | $2,623+17.7% |
| Participant deferral / active EE | $4,191 | $7,139-41.3% | $9,131-54.1% | $4,346-3.6% |
| Admin fee / account holder | $320 | $1,260-74.6% | $13,901-97.7% | $1,942-83.5% |