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 |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT2 years Filed as: LAKESIDE WEALTH MGMT Service code 27 3100 VILLAGE PT · CHESTERTON, IN 46304 | Advisory (Plan) | $28,800 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,089 |
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 | $109,827 | $71,192+54.3% | $117,854-6.8% | $62,292+76.3% |
| Participation rate | 97.5% | 74.2%+23.2pp | 79.7%+17.8pp | 69.5%+27.9pp |
| Annual return | 17.55% | 18.66%-1.1pp | 335.08%-317.5pp | 28.90%-11.3pp |
| Employer contribution / active EE | $4,359 | $1,934+125.4% | $3,786+15.1% | $2,042+113.4% |
| Participant deferral / active EE | $3,527 | $3,189+10.6% | $4,482-21.3% | $3,169+11.3% |
| Admin fee / account holder | $133 | $587-77.3% | $8,020-98.3% | $479-72.2% |