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 37 · EIN 04-2647786 | Loan Processing | $96,575 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,955 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,675 |
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 | $64,915 | $106,028-38.8% | $146,958-55.8% | $77,643-16.4% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.7pp | 70.6%+19.3pp |
| Annual return | 17.41% | 56.73%-39.3pp | 418.34%-400.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $1,236 | $4,063-69.6% | $4,933-74.9% | $2,726-54.7% |
| Participant deferral / active EE | $6,434 | $7,990-19.5% | $8,070-20.3% | $4,647+38.4% |
| Admin fee / account holder | $181 | $337-46.5% | $12,998-98.6% | $430-58.1% |