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 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $38,957 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,745 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,576 | $102,553-55.6% | $151,611-69.9% | $66,914-31.9% |
| Participation rate | 81.6% | 85.5%-3.9pp | 87.5%-5.9pp | 69.8%+11.8pp |
| Annual return | -15.98% | -10.82%-5.2pp | 3.33%-19.3pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,524 | $4,180-15.7% | $6,166-42.9% | $2,544+38.5% |
| Participant deferral / active EE | $6,029 | $6,641-9.2% | $8,363-27.9% | $4,237+42.3% |
| Admin fee / account holder | $164 | $630-74.0% | $11,616-98.6% | $593-72.4% |