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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,949 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $10,017 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,360 | $53,777-2.6% | $134,143-61.0% | $79,858-34.4% |
| Participation rate | 83.6% | 58.8%+24.8pp | 72.2%+11.4pp | 69.6%+13.9pp |
| Annual return | 6.93% | 19.01%-12.1pp | 36.33%-29.4pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,445 | $1,321+9.3% | $3,704-61.0% | $2,471-41.5% |
| Participant deferral / active EE | $3,999 | $2,420+65.2% | $3,499+14.3% | $3,740+6.9% |
| Admin fee / account holder | $271 | $3,984-93.2% | $6,684-95.9% | $5,306-94.9% |