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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $12,760 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,423 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $1,710 |
ASCENSUS LLC3 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,594 | $56,140-38.4% | $76,190-54.6% | $74,495-53.6% |
| Participation rate | 50.8% | 62.6%-11.7pp | 79.3%-28.4pp | 67.2%-16.4pp |
| Annual return | 13.45% | 13.87%-0.4pp | 13.78%-0.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,578 | $2,881-45.2% | $4,578-65.5% | $2,623-39.8% |
| Participant deferral / active EE | $2,361 | $3,154-25.1% | $5,474-56.9% | $4,346-45.7% |
| Admin fee / account holder | $205 | $776-73.6% | $5,123-96.0% | $1,942-89.4% |