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 Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,414 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,597 | $30,555+62.3% | $80,716-38.6% | $86,799-42.9% |
| Participation rate | 34.2% | 37.2%-3.1pp | 54.2%-20.0pp | 72.3%-38.1pp |
| Annual return | 14.61% | 30.35%-15.7pp | 87.28%-72.7pp | 97.91%-83.3pp |
| Employer contribution / active EE | $459 | $472-2.8% | $1,160-60.4% | $2,405-80.9% |
| Participant deferral / active EE | $819 | $1,050-22.0% | $2,146-61.8% | $4,131-80.2% |
| Admin fee / account holder | $182 | $135+34.6% | $3,380-94.6% | $170+7.5% |