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 7-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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $30,989 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $20,070 |
Filed as: MESIROW FINANCIAL INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $10,822 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,163 |
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 | $62,671 | $66,813-6.2% | $100,516-37.7% | $73,488-14.7% |
| Participation rate | 96.2% | 77.5%+18.7pp | 79.4%+16.8pp | 70.7%+25.5pp |
| Annual return | 15.26% | 25.70%-10.4pp | 30.89%-15.6pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,336 | $2,147+55.4% | $3,418-2.4% | $2,270+46.9% |
| Participant deferral / active EE | $7,894 | $5,883+34.2% | $6,270+25.9% | $3,740+111.1% |
| Admin fee / account holder | $119 | $512-76.9% | $8,081-98.5% | $513-76.9% |