Filed May 23, 2023
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 8-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 99 · EIN 04-3046611 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,743 | $62,603-15.8% | $104,294-49.4% | $66,914-21.2% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -17.23% | -14.70%-2.5pp | 24.61%-41.8pp | 1.58%-18.8pp |
| Employer contribution / active EE | $7,971 | $1,972+304.3% | $3,372+136.4% | $2,544+213.3% |
| Participant deferral / active EE | $8,734 | $2,853+206.2% | $4,625+88.8% | $4,237+106.1% |
| Admin fee / account holder | $5 | $656-99.3% | $7,339-99.9% | $593-99.2% |