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 FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,364 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,701 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,520 | $65,435-73.2% | $86,677-79.8% | $66,914-73.8% |
| Participation rate | 91.5% | 75.5%+16.1pp | 76.6%+15.0pp | 69.8%+21.7pp |
| Annual return | -14.54% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,471 | $2,153+14.8% | $2,836-12.9% | $2,544-2.9% |
| Participant deferral / active EE | $4,067 | $4,100-0.8% | $4,656-12.6% | $4,237-4.0% |
| Admin fee / account holder | $124 | $642-80.7% | $7,493-98.3% | $593-79.1% |