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 FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $38,898 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,861 |
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 | $24,460 | $88,890-72.5% | $102,423-76.1% | $77,643-68.5% |
| Participation rate | 96.4% | 80.9%+15.5pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 15.45% | 24.98%-9.5pp | 29.32%-13.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,325 | $2,698+23.2% | $3,023+10.0% | $2,726+22.0% |
| Participant deferral / active EE | $5,389 | $5,145+4.7% | $5,053+6.7% | $4,647+16.0% |
| Admin fee / account holder | $134 | $235-43.0% | $9,451-98.6% | $430-68.8% |