See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,571 |
BOON ADMINISTRATIVE SERVICES INC2+ years Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $26,407 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $14,835 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $6,157 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,113 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,606 | $41,647-84.1% | $96,139-93.1% | $86,799-92.4% |
| Participation rate | 83.6% | 50.2%+33.3pp | 68.4%+15.1pp | 72.3%+11.3pp |
| Annual return | 39.35% | 27.24%+12.1pp | 191.94%-152.6pp | 97.91%-58.6pp |
| Employer contribution / active EE | $1,824 | $1,318+38.4% | $2,797-34.8% | $2,405-24.2% |
| Participant deferral / active EE | $969 | $2,412-59.8% | $4,349-77.7% | $4,131-76.5% |
| Admin fee / account holder | $145 | $169-14.5% | $5,537-97.4% | $170-14.6% |