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 FINANCIAL8 years Service code 15 · EIN 04-3046611 | Recordkeeping | $58,630 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,338 |
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 | $40,298 | $29,548+36.4% | $56,411-28.6% | $77,643-48.1% |
| Participation rate | 49.6% | 32.7%+16.9pp | 52.5%-2.9pp | 70.6%-21.0pp |
| Annual return | 14.66% | 19.01%-4.4pp | 1701.33%-1686.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,464 | $568+158.0% | $1,039+41.0% | $2,726-46.3% |
| Participant deferral / active EE | $2,761 | $1,061+160.3% | $1,952+41.5% | $4,647-40.6% |
| Admin fee / account holder | $183 | $1,046-82.5% | $2,829-93.5% | $430-57.5% |