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 4-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 Service code 15 · EIN 04-3046611 | Recordkeeping | $29,491 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,185 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,632 | $79,428-17.4% | $106,548-38.4% | $79,386-17.3% |
| Participation rate | 92.9% | 74.1%+18.8pp | 76.1%+16.8pp | 70.7%+22.2pp |
| Annual return | 15.14% | 18.27%-3.1pp | 26.80%-11.7pp | 116.85%-101.7pp |
| Employer contribution / active EE | $355 | $2,234-84.1% | $2,819-87.4% | $2,427-85.4% |
| Participant deferral / active EE | $3,312 | $3,823-13.4% | $4,398-24.7% | $4,046-18.1% |
| Admin fee / account holder | $152 | $523-70.9% | $7,407-97.9% | $626-75.7% |