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 |
|---|---|---|
Filed as: LIGHTHOUSE ADVISORY SERVICES, INC Service code 26 · EIN 83-3037363 | Advisory (Participants) | $35,597 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $11,255 |
NATIONWIDE10+ years Service code 15 · EIN 31-4177100 | Recordkeeping | $7,414 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $6,750 |
Service code 26 5707 SOUTHWEST PWKY BLDG 2 #400 · AUSTIN, TX 78735 | Advisory (Participants) | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,508 | $50,982-40.2% | $154,803-80.3% | $85,563-64.3% |
| Participation rate | 39.4% | 59.8%-20.4pp | 78.1%-38.7pp | 66.0%-26.5pp |
| Annual return | 12.66% | 30.35%-17.7pp | 58.88%-46.2pp | 31.51%-18.9pp |
| Employer contribution / active EE | $1,246 | $1,708-27.0% | $4,305-71.1% | $2,654-53.0% |
| Participant deferral / active EE | $1,618 | $2,474-34.6% | $5,540-70.8% | $4,375-63.0% |
| Admin fee / account holder | $282 | $846-66.7% | $14,329-98.0% | $834-66.2% |