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 27 · EIN 59-2937883 | Advisory (Plan) | $56,437 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,291 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,135 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,039 | $106,028+22.6% | $146,958-11.5% | $77,643+67.5% |
| Participation rate | 94.1% | 78.4%+15.7pp | 82.2%+11.9pp | 70.6%+23.5pp |
| Annual return | 15.42% | 56.73%-41.3pp | 418.34%-402.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,083 | $4,063-48.7% | $4,933-57.8% | $2,726-23.6% |
| Participant deferral / active EE | $9,319 | $7,990+16.6% | $8,070+15.5% | $4,647+100.5% |
| Admin fee / account holder | $123 | $337-63.7% | $12,998-99.1% | $430-71.5% |