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 Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $13,192 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,713 | $42,548+14.5% | $74,550-34.7% | $56,287-13.5% |
| Participation rate | 25.0% | 60.5%-35.5pp | 69.1%-44.1pp | 69.9%-44.9pp |
| Annual return | -4.84% | 12.40%-17.2pp | 32.53%-37.4pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,233 | $855+44.2% | $1,961-37.1% | $2,111-41.6% |
| Participant deferral / active EE | $2,131 | $2,277-6.4% | $3,108-31.4% | $3,350-36.4% |
| Admin fee / account holder | $278 | $467-40.5% | $5,060-94.5% | $521-46.7% |