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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,791 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $7,086 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 | Contract Administrator | $2,362 |
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 | $14,888 | $46,732-68.1% | $156,549-90.5% | $55,167-73.0% |
| Participation rate | 96.2% | 65.8%+30.4pp | 84.0%+12.1pp | 69.0%+27.2pp |
| Annual return | 5.50% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $334 | $2,105-84.1% | $5,501-93.9% | $1,963-83.0% |
| Participant deferral / active EE | $1,914 | $2,204-13.2% | $4,871-60.7% | $3,054-37.3% |
| Admin fee / account holder | $112 | $418-73.3% | $13,027-99.1% | $504-77.9% |