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 9-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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,322 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,910 | $55,415-65.9% | $155,509-87.8% | $74,495-74.6% |
| Participation rate | 46.2% | 61.9%-15.7pp | 78.2%-32.0pp | 67.2%-21.0pp |
| Annual return | 17.38% | 268.50%-251.1pp | 64.67%-47.3pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $625 | $2,267-72.4% | $4,672-86.6% | $2,623-76.2% |
| Participant deferral / active EE | $2,865 | $2,836+1.0% | $5,626-49.1% | $4,346-34.1% |
| Admin fee / account holder | $272 | $1,738-84.4% | $15,912-98.3% | $1,942-86.0% |