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 year Filed as: LPL FINANCIAL CORPORATION Service code 15 · EIN 95-2834236 | Recordkeeping | $137,988 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,345 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 14 · EIN 13-3745616 | Plan Administrator | $18,954 |
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 | $61,482 | $50,982+20.6% | $154,803-60.3% | $85,563-28.1% |
| Participation rate | 96.0% | 59.8%+36.2pp | 78.1%+17.9pp | 66.0%+30.0pp |
| Annual return | 21.76% | 30.35%-8.6pp | 58.88%-37.1pp | 31.51%-9.8pp |
| Employer contribution / active EE | $3,383 | $1,708+98.0% | $4,305-21.4% | $2,654+27.5% |
| Participant deferral / active EE | $5,770 | $2,474+133.2% | $5,540+4.1% | $4,375+31.9% |
| Admin fee / account holder | $378 | $846-55.3% | $14,329-97.4% | $834-54.6% |