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 Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,678 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,740 | $63,156-19.7% | $122,332-58.5% | $62,292-18.5% |
| Participation rate | 57.3% | 60.0%-2.8pp | 71.6%-14.4pp | 69.5%-12.3pp |
| Annual return | 18.24% | 20.61%-2.4pp | 30.27%-12.0pp | 28.90%-10.7pp |
| Employer contribution / active EE | $2,053 | $1,385+48.2% | $4,050-49.3% | $2,042+0.5% |
| Participant deferral / active EE | $3,617 | $2,321+55.8% | $3,287+10.0% | $3,169+14.1% |
| Admin fee / account holder | $254 | $440-42.2% | $5,478-95.4% | $479-47.0% |