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 FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $29,812 |
COULTER & JUSTUS2 years Filed as: COULTER & JUSTUS, P.C. Service code 10 · EIN 62-1532536 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,900 | $91,762-19.5% | $67,502+9.5% | $77,643-4.8% |
| Participation rate | 36.4% | 75.9%-39.5pp | 72.9%-36.5pp | 70.6%-34.2pp |
| Annual return | 13.80% | 14.87%-1.1pp | 3512.12%-3498.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,216 | $3,181-61.8% | $2,731-55.5% | $2,726-55.4% |
| Participant deferral / active EE | $2,939 | $3,903-24.7% | $4,000-26.5% | $4,647-36.8% |
| Admin fee / account holder | $10 | $176-94.1% | $3,998-99.7% | $430-97.6% |