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 FINANCIAL4 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $26,997 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,244 | $43,133+93.0% | $89,391-6.9% | $73,488+13.3% |
| Participation rate | 61.2% | 55.0%+6.2pp | 68.0%-6.8pp | 70.7%-9.5pp |
| Annual return | 13.40% | 135.66%-122.3pp | 245.62%-232.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $479 | $1,438-66.7% | $2,586-81.5% | $2,270-78.9% |
| Participant deferral / active EE | $2,700 | $2,445+10.5% | $3,890-30.6% | $3,740-27.8% |
| Admin fee / account holder | $492 | $444+10.9% | $4,881-89.9% | $513-4.1% |