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 |
|---|---|---|
LPL FINANCIAL2 years Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $28,580 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,195 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,115 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $5,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,575 | $59,417+20.5% | $93,606-23.5% | $74,495-3.9% |
| Participation rate | 44.4% | 59.7%-15.2pp | 68.7%-24.3pp | 67.2%-22.8pp |
| Annual return | 10.59% | 81.83%-71.2pp | 133.20%-122.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,610 | $3,050-14.4% | $4,411-40.8% | $4,346-39.9% |
| Admin fee / account holder | $432 | $3,021-85.7% | $8,285-94.8% | $1,942-77.7% |