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 | $38,760 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,221 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,886 |
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.
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 | $85,967 | $48,335+77.9% | $121,098-29.0% | $71,457+20.3% |
| Participation rate | 70.6% | 54.3%+16.4pp | 69.5%+1.1pp | 67.9%+2.7pp |
| Annual return | 11.04% | 23.32%-12.3pp | 985.75%-974.7pp | 28.85%-17.8pp |
| Employer contribution / active EE | $3,439 | $1,489+131.0% | $4,164-17.4% | $2,588+32.9% |
| Participant deferral / active EE | $6,470 | $2,754+134.9% | $4,080+58.6% | $4,289+50.9% |
| Admin fee / account holder | $324 | $1,841-82.4% | $5,644-94.3% | $1,587-79.6% |