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 FINANCIAL2+ years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $33,440 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,966 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,876 | $67,606+126.1% | $82,313+85.7% | $70,131+118.0% |
| Participation rate | 86.9% | 72.8%+14.1pp | 76.9%+10.0pp | 69.5%+17.4pp |
| Annual return | 20.42% | 21.57%-1.1pp | 25.88%-5.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,486 | $1,755-15.3% | $2,428-38.8% | $2,342-36.6% |
| Participant deferral / active EE | $4,993 | $2,987+67.2% | $3,706+34.7% | $3,332+49.9% |
| Admin fee / account holder | $478 | $4,512-89.4% | $5,608-91.5% | $4,645-89.7% |