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 35-0145825 | Recordkeeping | $48,578 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $36,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,424 | $55,415+61.4% | $155,509-42.5% | $74,495+20.0% |
| Participation rate | 58.2% | 61.9%-3.7pp | 78.2%-20.0pp | 67.2%-9.0pp |
| Annual return | 12.35% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,366 | $2,267-39.7% | $4,672-70.8% | $2,623-47.9% |
| Participant deferral / active EE | $4,090 | $2,836+44.2% | $5,626-27.3% | $4,346-5.9% |
| Admin fee / account holder | $33 | $1,738-98.1% | $15,912-99.8% | $1,942-98.3% |