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 FINANCIAL5 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $17,089 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,516 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,850 | $86,286-33.0% | $111,297-48.0% | $85,850-32.6% |
| Participation rate | 84.0% | 73.3%+10.6pp | 77.3%+6.6pp | 69.3%+14.6pp |
| Annual return | 13.38% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,195 | $2,043-41.5% | $2,731-56.2% | $2,565-53.4% |
| Participant deferral / active EE | $4,228 | $3,641+16.1% | $4,487-5.8% | $3,952+7.0% |
| Admin fee / account holder | $298 | $8,188-96.4% | $7,964-96.3% | $6,260-95.2% |