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 5-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+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,871 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,339 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,461 |
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 | $158,508 | $39,948+296.8% | $89,391+77.3% | $73,409+115.9% |
| Participation rate | 92.1% | 50.4%+41.7pp | 68.0%+24.2pp | 72.2%+20.0pp |
| Annual return | 0.00% | 50.12%-50.1pp | 245.62%-245.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,539 | $1,200+28.2% | $2,586-40.5% | $2,234-31.1% |
| Participant deferral / active EE | $3,051 | $2,193+39.1% | $3,890-21.6% | $3,805-19.8% |
| Admin fee / account holder | $162 | $134+20.8% | $4,881-96.7% | $158+2.7% |