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 49 · EIN 95-2834236 | Other Services | $15,430 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,936 | $66,180-36.6% | $118,746-64.7% | $62,292-32.7% |
| Participation rate | 50.0% | 71.3%-21.3pp | 78.3%-28.3pp | 69.5%-19.5pp |
| Annual return | 20.56% | 60.89%-40.3pp | 24.54%-4.0pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,641 | $3,183-48.4% | $4,193-60.9% | $2,042-19.6% |
| Participant deferral / active EE | $2,911 | $4,247-31.5% | $5,332-45.4% | $3,169-8.2% |
| Admin fee / account holder | $27 | $753-96.5% | $10,720-99.8% | $479-94.4% |