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 |
|---|---|---|
LPL FINANCIAL7+ years Service code 27 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $25,000 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,708 | $121,341-23.6% | $189,513-51.1% | $79,386+16.8% |
| Participation rate | 95.5% | 86.1%+9.4pp | 87.8%+7.7pp | 70.7%+24.8pp |
| Annual return | 13.51% | 21.08%-7.6pp | 555.15%-541.6pp | 116.85%-103.3pp |
| Employer contribution / active EE | $3,399 | $3,915-13.2% | $6,162-44.8% | $2,427+40.0% |
| Participant deferral / active EE | $7,486 | $6,395+17.1% | $8,221-8.9% | $4,046+85.0% |
| Admin fee / account holder | $203 | $651-68.9% | $12,045-98.3% | $626-67.7% |