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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $11,670 |
LPL FINANCIAL5+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $9,743 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,675 |
RETIREMENT STRATEGIES, INC.4 years Service code 15 · EIN 58-2380163 | Recordkeeping | $725 |
ASCENSUS LLC1 year Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,912 | $73,638-60.7% | $95,952-69.9% | $73,488-60.7% |
| Participation rate | 52.5% | 76.2%-23.7pp | 77.1%-24.6pp | 70.7%-18.2pp |
| Annual return | 18.62% | 16.78%+1.8pp | 91.61%-73.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,976 | $1,863+6.1% | $2,541-22.2% | $2,270-12.9% |
| Participant deferral / active EE | $3,453 | $3,617-4.5% | $4,167-17.1% | $3,740-7.7% |
| Admin fee / account holder | $152 | $482-68.5% | $6,795-97.8% | $513-70.4% |