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 FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $101,223 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $86,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,633 | $50,815+15.4% | $155,509-62.3% | $77,643-24.5% |
| Participation rate | 87.9% | 63.1%+24.8pp | 78.2%+9.7pp | 70.6%+17.3pp |
| Annual return | 30.21% | 34.80%-4.6pp | 64.67%-34.5pp | 31.24%-1.0pp |
| Employer contribution / active EE | $3,020 | $1,993+51.5% | $4,672-35.4% | $2,726+10.8% |
| Participant deferral / active EE | $5,313 | $2,822+88.3% | $5,626-5.6% | $4,647+14.3% |
| Admin fee / account holder | $353 | $437-19.1% | $15,912-97.8% | $430-17.9% |