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 |
|---|---|---|
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $39,452 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,324 |
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 | $69,857 | $86,332-19.1% | $125,175-44.2% | $65,185+7.2% |
| Participation rate | 90.8% | 75.3%+15.5pp | 79.8%+11.0pp | 70.2%+20.6pp |
| Annual return | 21.71% | 27.43%-5.7pp | 43.79%-22.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,976 | $2,040+45.9% | $3,865-23.0% | $2,177+36.7% |
| Participant deferral / active EE | $3,958 | $3,537+11.9% | $4,937-19.8% | $3,514+12.6% |
| Admin fee / account holder | $159 | $609-73.9% | $9,702-98.4% | $847-81.2% |