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 FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $13,571 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $2,564 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $1,040 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,075 | $76,670-77.7% | $96,683-82.3% | $71,457-76.1% |
| Participation rate | 94.4% | 66.6%+27.8pp | 74.3%+20.1pp | 67.9%+26.5pp |
| Annual return | 19.51% | 48.29%-28.8pp | 35.69%-16.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $1,387 | $3,031-54.3% | $3,737-62.9% | $2,588-46.4% |
| Participant deferral / active EE | $790 | $3,771-79.1% | $4,878-83.8% | $4,289-81.6% |
| Admin fee / account holder | $2 | $2,028-99.9% | $6,730-100.0% | $1,587-99.9% |