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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $0 |
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 | $93,045 | $55,415+67.9% | $155,509-40.2% | $74,495+24.9% |
| Participation rate | 65.0% | 61.9%+3.1pp | 78.2%-13.1pp | 67.2%-2.2pp |
| Annual return | 13.43% | 268.50%-255.1pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,781 | $2,267+22.7% | $4,672-40.5% | $2,623+6.0% |
| Participant deferral / active EE | $9,725 | $2,836+242.9% | $5,626+72.8% | $4,346+123.8% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |