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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,186 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $20,482 |
Participant 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 | $74,691 | $99,078-24.6% | $96,544-22.6% | $74,419+0.4% |
| Participation rate | 76.1% | 80.7%-4.6pp | 76.0%+0.1pp | 70.7%+5.3pp |
| Annual return | 44.09% | 22.48%+21.6pp | 25.84%+18.3pp | 34.38%+9.7pp |
| Employer contribution / active EE | $1,071 | $2,570-58.3% | $2,965-63.9% | $2,637-59.4% |
| Participant deferral / active EE | $2,046 | $4,933-58.5% | $4,851-57.8% | $4,528-54.8% |
| Admin fee / account holder | $167 | $225-25.5% | $8,252-98.0% | $348-51.9% |