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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,780 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $3,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,347 | $71,516-31.0% | $98,439-49.9% | $71,457-30.9% |
| Participation rate | 85.1% | 72.7%+12.4pp | 75.2%+9.9pp | 67.9%+17.1pp |
| Annual return | 15.22% | 32.41%-17.2pp | 21.16%-5.9pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,527 | $2,399-36.3% | $3,048-49.9% | $2,588-41.0% |
| Participant deferral / active EE | $3,500 | $4,109-14.8% | $4,738-26.1% | $4,289-18.4% |
| Admin fee / account holder | $124 | $1,675-92.6% | $8,948-98.6% | $1,587-92.2% |