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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 | $33,992 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,424 | $50,815-8.6% | $155,509-70.1% | $77,643-40.2% |
| Participation rate | 43.6% | 63.1%-19.5pp | 78.2%-34.6pp | 70.6%-27.0pp |
| Annual return | 11.00% | 34.80%-23.8pp | 64.67%-53.7pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,193 | $1,993-40.1% | $4,672-74.5% | $2,726-56.2% |
| Participant deferral / active EE | $2,546 | $2,822-9.8% | $5,626-54.8% | $4,647-45.2% |
| Admin fee / account holder | $225 | $437-48.4% | $15,912-98.6% | $430-47.7% |