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 25 · EIN 04-2647786 | Directed Trustee | $4,719 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,682 | $46,732+126.1% | $156,549-32.5% | $55,167+91.6% |
| Participation rate | 86.9% | 65.8%+21.1pp | 84.0%+2.8pp | 69.0%+17.9pp |
| Annual return | 8.83% | 17.72%-8.9pp | 32.23%-23.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $6,033 | $2,105+186.6% | $5,501+9.7% | $1,963+207.4% |
| Participant deferral / active EE | $4,184 | $2,204+89.8% | $4,871-14.1% | $3,054+37.0% |
| Admin fee / account holder | $25 | $418-94.0% | $13,027-99.8% | $504-95.0% |