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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $50,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,542 |
Filed as: BENEFIT PLANS ADMIN SERVICE Service code 13 6 RHOADS DR STE 7 · UTICA, NY 13502 | Contract Administrator | $3,333 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 | Recordkeeping Fees | $0 |
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 | $89,234 | $88,122+1.3% | $141,162-36.8% | $67,579+32.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 26.98% | 75.40%-48.4pp | 71.39%-44.4pp | 378.56%-351.6pp |
| Employer contribution / active EE | $7,191 | $3,224+123.0% | $4,735+51.9% | $2,148+234.8% |
| Participant deferral / active EE | $7,186 | $5,958+20.6% | $6,709+7.1% | $3,539+103.0% |
| Admin fee / account holder | $90 | $131-31.3% | $10,261-99.1% | $142-36.8% |