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 MANAGEMENT GROUP LL Service code 27 407 INDIANA AVE · CHESTERTON, IN 46304 | Advisory (Plan) | $28,800 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,100 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $495 |
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 | $118,825 | $66,302+79.2% | $110,238+7.8% | $56,287+111.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -1.65% | -1.18%-0.5pp | 314.74%-316.4pp | -9.96%+8.3pp |
| Employer contribution / active EE | $4,790 | $2,047+134.0% | $3,826+25.2% | $2,111+126.9% |
| Participant deferral / active EE | $4,082 | $3,381+20.7% | $4,672-12.6% | $3,350+21.9% |
| Admin fee / account holder | $152 | $698-78.2% | $8,547-98.2% | $521-70.7% |