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 13 · EIN 42-0127290 | Contract Administrator | $48,999 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $1,282 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,605 | $102,553-57.5% | $151,611-71.2% | $66,914-34.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -8.55% | -10.82%+2.3pp | 3.33%-11.9pp | 1.58%-10.1pp |
| Employer contribution / active EE | $2,916 | $4,180-30.2% | $6,166-52.7% | $2,544+14.6% |
| Participant deferral / active EE | $3,909 | $6,641-41.1% | $8,363-53.3% | $4,237-7.7% |
| Admin fee / account holder | $231 | $630-63.3% | $11,616-98.0% | $593-61.0% |