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 9-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 |
|---|---|---|
RSM US LLP2 years Service code 15 · EIN 42-0714325 | Recordkeeping | $16,287 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $15,740 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,517 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,913 | $78,485-56.8% | $106,213-68.1% | $74,495-54.5% |
| Participation rate | 85.3% | 72.8%+12.5pp | 75.3%+10.0pp | 67.2%+18.1pp |
| Annual return | 16.95% | 15.95%+1.0pp | 116.14%-99.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $2,462 | $2,523-2.4% | $3,171-22.4% | $2,623-6.2% |
| Participant deferral / active EE | $4,236 | $4,322-2.0% | $5,016-15.5% | $4,346-2.5% |
| Admin fee / account holder | $475 | $2,232-78.7% | $11,033-95.7% | $1,942-75.5% |