See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,579 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $5,888 |
Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,992 |
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 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 | $40,225 | $55,453-27.5% | $170,442-76.4% | $62,292-35.4% |
| Participation rate | 49.2% | 66.4%-17.2pp | 83.6%-34.4pp | 69.5%-20.4pp |
| Annual return | 22.77% | 21.38%+1.4pp | 205.93%-183.2pp | 28.90%-6.1pp |
| Employer contribution / active EE | $600 | $2,164-72.3% | $5,433-89.0% | $2,042-70.6% |
| Participant deferral / active EE | $2,238 | $2,303-2.8% | $4,939-54.7% | $3,169-29.4% |
| Admin fee / account holder | $257 | $455-43.6% | $13,880-98.1% | $479-46.4% |