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 |
|---|---|---|
LPL FINANCIAL3+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $25,608 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,802 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $21,194 | $62,928-66.3% | $172,739-87.7% | $67,579-68.6% |
| Participation rate | 91.6% | 64.5%+27.1pp | 82.6%+9.0pp | 71.3%+20.3pp |
| Annual return | 23.98% | 30.36%-6.4pp | 802.84%-778.9pp | 378.56%-354.6pp |
| Employer contribution / active EE | $1,325 | $1,636-19.0% | $5,143-74.2% | $2,148-38.3% |
| Participant deferral / active EE | $4,110 | $2,145+91.6% | $5,198-20.9% | $3,539+16.1% |
| Admin fee / account holder | $113 | $167-32.3% | $13,954-99.2% | $142-20.7% |