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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $36,567 |
DUNBAR, BENDER & ZAPF, INC.1+ years Service code 13 437 GRANT ST., SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $10,000 |
SMITH LEWIS CHESS & COMPANY LLP1+ years Service code 10 670 CHERRY TREE LANE · UNIONTOWN, PA 15401 | Accounting | $9,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,225 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25 |
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 | $79,055 | $39,245+101.4% | $64,105+23.3% | $52,331+51.1% |
| Participation rate | 85.4% | 58.2%+27.1pp | 68.2%+17.2pp | 68.1%+17.3pp |
| Annual return | -0.20% | 14.79%-15.0pp | 791.24%-791.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,777 | $1,992-10.8% | $2,822-37.0% | $3,022-41.2% |
| Admin fee / account holder | $73 | $592-87.7% | $4,499-98.4% | $592-87.7% |