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 · EIN 04-3046611 | Advisory (Plan) | $21,463 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$4,098 |
Form 5500 reported that benefits due were not provided when due.
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 | $42,209 | $99,078-57.4% | $96,544-56.3% | $74,419-43.3% |
| Participation rate | 75.2% | 80.7%-5.5pp | 76.0%-0.8pp | 70.7%+4.4pp |
| Annual return | 15.15% | 22.48%-7.3pp | 25.84%-10.7pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,298 | $2,570-49.5% | $2,965-56.2% | $2,637-50.8% |
| Participant deferral / active EE | $3,141 | $4,933-36.3% | $4,851-35.2% | $4,528-30.6% |
| Admin fee / account holder | $58 | $225-74.3% | $8,252-99.3% | $348-83.4% |