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 FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,096 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $4,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,098 | $78,485-34.9% | $106,213-51.9% | $74,495-31.4% |
| Participation rate | 86.0% | 72.8%+13.1pp | 75.3%+10.7pp | 67.2%+18.8pp |
| Annual return | 12.63% | 15.95%-3.3pp | 116.14%-103.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,701 | $2,523-32.6% | $3,171-46.4% | $2,623-35.1% |
| Participant deferral / active EE | $3,765 | $4,322-12.9% | $5,016-24.9% | $4,346-13.4% |
| Admin fee / account holder | $136 | $2,232-93.9% | $11,033-98.8% | $1,942-93.0% |