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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,194 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $13,480 |
THE VARGO COMPANY1 year Service code 13 4932 IROQUOIS AVENUE · ERIE, PA 16511 | Contract Administrator | $3,014 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,411 | $65,061-51.7% | $143,757-78.1% | $66,914-53.1% |
| Participation rate | 44.2% | 65.2%-21.0pp | 80.3%-36.1pp | 69.8%-25.6pp |
| Annual return | -15.24% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $436 | $2,361-81.5% | $4,951-91.2% | $2,544-82.9% |
| Participant deferral / active EE | $2,212 | $2,919-24.2% | $5,637-60.8% | $4,237-47.8% |
| Admin fee / account holder | $307 | $502-38.9% | $14,673-97.9% | $593-48.3% |