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 | $40,972 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $39,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,717 | $47,898+41.4% | $117,472-42.4% | $64,808+4.5% |
| Participation rate | 68.7% | 61.9%+6.8pp | 70.6%-1.9pp | 71.5%-2.8pp |
| Annual return | -14.34% | -15.54%+1.2pp | 29.74%-44.1pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,761 | $1,774+55.7% | $4,176-33.9% | $2,506+10.2% |
| Participant deferral / active EE | $5,244 | $3,151+66.5% | $4,070+28.8% | $4,310+21.7% |
| Admin fee / account holder | $317 | $132+140.8% | $5,645-94.4% | $188+69.0% |