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 FINANCIAL7 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $41,073 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $144,135 | $216,711-33.5% | $136,749+5.4% | $85,563+68.5% |
| Participation rate | 25.4% | 51.7%-26.4pp | 72.1%-46.8pp | 66.0%-40.6pp |
| Annual return | 16.56% | 15.26%+1.3pp | 24.33%-7.8pp | 31.51%-14.9pp |
| Employer contribution / active EE | $847 | $1,660-49.0% | $3,400-75.1% | $2,654-68.1% |
| Participant deferral / active EE | $1,511 | $2,635-42.7% | $4,692-67.8% | $4,375-65.5% |
| Admin fee / account holder | $335 | $1,223-72.6% | $11,386-97.1% | $834-59.9% |