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 FINANCIAL3 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 | $11,409 |
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 | $99,463 | $100,801-1.3% | $149,696-33.6% | $73,409+35.5% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 17.42% | 265.34%-247.9pp | 276.60%-259.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $7,969 | $3,312+140.6% | $4,644+71.6% | $2,234+256.8% |
| Participant deferral / active EE | $7,746 | $6,404+20.9% | $6,842+13.2% | $3,805+103.5% |
| Admin fee / account holder | $95 | $181-47.4% | $9,309-99.0% | $158-39.7% |