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 6-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 FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,564 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,565 |
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 | $81,849 | $101,317-19.2% | $146,958-44.3% | $74,495+9.9% |
| Participation rate | 84.9% | 75.5%+9.3pp | 82.2%+2.7pp | 67.2%+17.7pp |
| Annual return | 37.78% | 8730.91%-8693.1pp | 418.34%-380.6pp | 1364.94%-1327.2pp |
| Employer contribution / active EE | $9,403 | $3,810+146.8% | $4,933+90.6% | $2,623+258.5% |
| Participant deferral / active EE | $12,876 | $7,303+76.3% | $8,070+59.6% | $4,346+196.3% |
| Admin fee / account holder | $253 | $1,739-85.4% | $12,998-98.1% | $1,942-87.0% |