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 FINANCIAL4+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $20,459 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,080 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,109 |
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 | $115,402 | $89,355+29.2% | $141,162-18.2% | $72,985+58.1% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 23.14% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $4,371 | $3,114+40.4% | $4,735-7.7% | $2,440+79.2% |
| Participant deferral / active EE | $10,687 | $5,418+97.2% | $6,709+59.3% | $3,607+196.3% |
| Admin fee / account holder | $261 | $5,958-95.6% | $10,261-97.5% | $5,124-94.9% |