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 FINANCIAL4 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $33,708 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,918 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,970 | $136,307-63.3% | $177,821-71.9% | $73,488-32.0% |
| Participation rate | 89.0% | 86.1%+2.9pp | 87.7%+1.3pp | 70.7%+18.3pp |
| Annual return | 13.33% | 18.68%-5.3pp | 48.32%-35.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $4,230 | $3,712+13.9% | $5,918-28.5% | $2,270+86.3% |
| Participant deferral / active EE | $7,409 | $5,829+27.1% | $7,714-3.9% | $3,740+98.1% |
| Admin fee / account holder | $185 | $596-69.0% | $12,427-98.5% | $513-64.0% |