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 |
|---|---|---|
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $23,817 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $14,045 |
3D ASSET MANAGEMENT4+ years Service code 28 · EIN 20-3725583 111 FOUNDERS PLAZA SUITE 603 · EAST HARTFORD, CT 06108 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,693 | $79,523-13.6% | $140,016-50.9% | $56,287+22.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -7.11% | 2.39%-9.5pp | 651.12%-658.2pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,836 | $3,350-45.2% | $5,606-67.3% | $2,111-13.1% |
| Participant deferral / active EE | $5,574 | $5,129+8.7% | $6,927-19.5% | $3,350+66.4% |
| Admin fee / account holder | $208 | $614-66.1% | $10,705-98.1% | $521-60.1% |