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 RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,947 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,302 |
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 | $23,406 | $76,050-69.2% | $96,544-75.8% | $71,457-67.2% |
| Participation rate | 88.0% | 74.4%+13.6pp | 76.0%+12.1pp | 67.9%+20.1pp |
| Annual return | 19.74% | 22.81%-3.1pp | 25.84%-6.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $3,248 | $2,244+44.7% | $2,965+9.6% | $2,588+25.5% |
| Participant deferral / active EE | $4,996 | $4,215+18.5% | $4,851+3.0% | $4,289+16.5% |
| Admin fee / account holder | $166 | $2,707-93.9% | $8,252-98.0% | $1,587-89.6% |