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 Filed as: LPL FINANCIAL LLC Service code 27 1 BEACON ST · BOSTON, MA 021083107 | Advisory (Plan) | $27,454 |
CPI QUALIFIED PLAN CONSULTANTS, INC11+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $10,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,884 | $66,098+46.6% | $101,794-4.8% | $74,304+30.4% |
| Participation rate | 38.0% | 53.8%-15.7pp | 69.2%-31.2pp | 60.3%-22.3pp |
| Annual return | 15.17% | 19.59%-4.4pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,538 | $2,781-44.7% | $4,084-62.4% | $3,767-59.2% |
| Admin fee / account holder | $380 | $4,146-90.8% | $8,777-95.7% | $2,969-87.2% |