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) | $22,639 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $6,710 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,317 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $120,001 | $66,124+81.5% | $90,404+32.7% | $73,488+63.3% |
| Participation rate | 63.5% | 69.7%-6.2pp | 72.7%-9.2pp | 70.7%-7.2pp |
| Annual return | 13.07% | 17.65%-4.6pp | 1293.02%-1279.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,428 | $2,346-39.1% | $3,262-56.2% | $2,270-37.1% |
| Participant deferral / active EE | $2,835 | $3,039-6.7% | $3,963-28.5% | $3,740-24.2% |
| Admin fee / account holder | $83 | $396-79.0% | $5,611-98.5% | $513-83.7% |