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 FINANCIAL5 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $36,684 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 93-1222532 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,130 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 PO BOX 22052 · NEW YORK, NY 10087 | Contract Administrator | $3,610 |
Service code 64 · EIN 93-1225432 COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,307 | $82,202-60.7% | $125,339-74.2% | $64,808-50.1% |
| Participation rate | 93.5% | 77.9%+15.6pp | 82.4%+11.1pp | 71.5%+22.0pp |
| Annual return | -11.94% | 3.48%-15.4pp | 572.05%-584.0pp | 32.82%-44.8pp |
| Employer contribution / active EE | $1,337 | $3,615-63.0% | $4,814-72.2% | $2,506-46.6% |
| Participant deferral / active EE | $3,471 | $7,175-51.6% | $7,446-53.4% | $4,310-19.5% |
| Admin fee / account holder | $40 | $163-75.8% | $10,010-99.6% | $188-78.9% |