See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAKESIDE WEALTH MGMT Service code 16 3100 VILLAGE PT · CHESTERTON, IN 46304 | Consulting | $28,800 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,607 |
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 | $95,387 | $63,924+49.2% | $108,579-12.1% | $55,167+72.9% |
| Participation rate | 95.8% | 74.3%+21.5pp | 79.6%+16.3pp | 69.0%+26.8pp |
| Annual return | 9.86% | 15.31%-5.5pp | -51.70%+61.6pp | 169.23%-159.4pp |
| Employer contribution / active EE | $4,407 | $1,879+134.5% | $3,758+17.3% | $1,963+124.6% |
| Participant deferral / active EE | $3,583 | $3,067+16.8% | $4,311-16.9% | $3,054+17.3% |
| Admin fee / account holder | $142 | $618-77.0% | $7,645-98.1% | $504-71.8% |