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 FINANCIAL7+ years Filed as: LPL FINANCIAL, LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Plan) | $35,897 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,189 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,612 | $84,487+72.3% | $125,339+16.2% | $66,914+117.6% |
| Participation rate | 87.1% | 76.4%+10.7pp | 82.4%+4.8pp | 69.8%+17.3pp |
| Annual return | -16.21% | -8.39%-7.8pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $3,055 | $3,553-14.0% | $4,814-36.5% | $2,544+20.1% |
| Participant deferral / active EE | $8,361 | $6,781+23.3% | $7,446+12.3% | $4,237+97.3% |
| Admin fee / account holder | $259 | $685-62.2% | $10,010-97.4% | $593-56.3% |