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 FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $42,734 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,144 |
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 | $67,693 | $81,474-16.9% | $133,956-49.5% | $73,488-7.9% |
| Participation rate | 93.5% | 76.4%+17.1pp | 79.8%+13.6pp | 70.7%+22.8pp |
| Annual return | 13.57% | 19.40%-5.8pp | 45.09%-31.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $3,371 | $2,209+52.6% | $3,919-14.0% | $2,270+48.5% |
| Participant deferral / active EE | $4,070 | $3,786+7.5% | $5,048-19.4% | $3,740+8.8% |
| Admin fee / account holder | $244 | $713-65.7% | $8,927-97.3% | $513-52.3% |