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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $22,553 |
LPL FINANCIAL2+ years Service code 16 75 STATE ST. 24TH FLOOR · BOSTON, MA 02109 | Consulting | $21,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,964 | $37,044-13.7% | $71,796-55.5% | $57,658-44.6% |
| Participation rate | 49.7% | 61.1%-11.4pp | 69.1%-19.4pp | 70.2%-20.5pp |
| Annual return | 9.25% | 12.64%-3.4pp | 78.04%-68.8pp | 5.13%+4.1pp |
| Employer contribution / active EE | $637 | $720-11.6% | $1,924-66.9% | $1,974-67.7% |
| Participant deferral / active EE | $2,150 | $1,974+8.9% | $2,794-23.1% | $3,061-29.7% |
| Admin fee / account holder | $148 | $101+46.8% | $4,815-96.9% | $95+56.7% |