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 |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP6 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $6,322 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,687 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,754 | $30,555-64.8% | $80,716-86.7% | $86,799-87.6% |
| Participation rate | 25.6% | 37.2%-11.7pp | 54.2%-28.6pp | 72.3%-46.7pp |
| Annual return | 17.39% | 30.35%-13.0pp | 87.28%-69.9pp | 97.91%-80.5pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $601 | $1,050-42.8% | $2,146-72.0% | $4,131-85.5% |
| Admin fee / account holder | $20 | $135-85.0% | $3,380-99.4% | $170-88.0% |