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 | $21,987 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,420 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,507 |
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 | $40,664 | $73,638-44.8% | $108,410-62.5% | $79,386-48.8% |
| Participation rate | 83.2% | 77.4%+5.8pp | 80.1%+3.0pp | 70.7%+12.5pp |
| Annual return | 22.06% | 33.27%-11.2pp | 905.27%-883.2pp | 116.85%-94.8pp |
| Employer contribution / active EE | $1,614 | $2,397-32.7% | $3,558-54.6% | $2,427-33.5% |
| Participant deferral / active EE | $8,754 | $6,218+40.8% | $6,563+33.4% | $4,046+116.4% |
| Admin fee / account holder | $188 | $638-70.6% | $7,295-97.4% | $626-70.0% |