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 10-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 15 · EIN 01-0233346 | Recordkeeping | $35,335 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 26 | Advisory (Participants) | $28,849 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $12,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,569 | $26,549+0.1% | $61,373-56.7% | $66,914-60.3% |
| Participation rate | 85.8% | 38.1%+47.7pp | 52.6%+33.3pp | 69.8%+16.0pp |
| Annual return | -16.32% | -16.21%-0.1pp | 338.61%-354.9pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,370 | $651+263.8% | $1,159+104.4% | $2,544-6.8% |
| Participant deferral / active EE | $1,676 | $1,338+25.3% | $2,125-21.1% | $4,237-60.4% |
| Admin fee / account holder | $194 | $409-52.4% | $2,130-90.9% | $593-67.2% |