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 15 · EIN 13-3689044 | Recordkeeping | $24,637 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $9,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,265 | $48,750-66.6% | $88,946-81.7% | $74,304-78.1% |
| Participation rate | 61.2% | 44.5%+16.7pp | 68.8%-7.6pp | 60.3%+0.9pp |
| Annual return | 15.44% | 25.91%-10.5pp | 57.82%-42.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $195 | $1,255-84.5% | $2,555-92.4% | $2,241-91.3% |
| Participant deferral / active EE | $2,074 | $2,423-14.4% | $4,581-54.7% | $3,767-44.9% |
| Admin fee / account holder | $175 | $3,756-95.3% | $8,261-97.9% | $2,969-94.1% |