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 5-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 FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,581 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,897 | $50,815-29.4% | $155,509-76.9% | $77,643-53.8% |
| Participation rate | 40.5% | 63.1%-22.6pp | 78.2%-37.7pp | 70.6%-30.1pp |
| Annual return | 15.63% | 34.80%-19.2pp | 64.67%-49.0pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,366 | $1,993-31.4% | $4,672-70.8% | $2,726-49.9% |
| Participant deferral / active EE | $2,940 | $2,822+4.2% | $5,626-47.7% | $4,647-36.7% |
| Admin fee / account holder | $142 | $437-67.6% | $15,912-99.1% | $430-67.1% |