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 8-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,708 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $12,594 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,678 |
Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 99 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Other Fees | $1,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,501 | $51,466-11.6% | $78,778-42.2% | $62,292-27.0% |
| Participation rate | 65.5% | 59.8%+5.7pp | 69.2%-3.7pp | 69.5%-4.0pp |
| Annual return | 21.19% | 19.96%+1.2pp | 35.62%-14.4pp | 28.90%-7.7pp |
| Employer contribution / active EE | $2,446 | $827+195.6% | $1,986+23.2% | $2,042+19.8% |
| Participant deferral / active EE | $2,043 | $2,147-4.9% | $2,958-30.9% | $3,169-35.5% |
| Admin fee / account holder | $207 | $489-57.7% | $5,134-96.0% | $479-56.8% |