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 |
|---|---|---|
LA SALLE STREET SECURITIES, LLC6+ years Service code 55 940 N INDUSTRIAL DR · ELMHURST, IL 60126 | Other Commissions | $22,118 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,597 | $73,638+4.0% | $95,952-20.2% | $73,488+4.2% |
| Participation rate | 83.2% | 76.2%+7.1pp | 77.1%+6.1pp | 70.7%+12.5pp |
| Annual return | 14.62% | 16.78%-2.2pp | 91.61%-77.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,644 | $1,863-11.8% | $2,541-35.3% | $2,270-27.6% |
| Participant deferral / active EE | $3,169 | $3,617-12.4% | $4,167-23.9% | $3,740-15.3% |
| Admin fee / account holder | $11 | $482-97.7% | $6,795-99.8% | $513-97.9% |