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 | $6,028 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $2,894 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,383 | $54,320-68.0% | $67,652-74.3% | $52,331-66.8% |
| Participation rate | 79.0% | 73.6%+5.5pp | 75.7%+3.4pp | 68.1%+10.9pp |
| Annual return | 1.46% | 6.81%-5.3pp | 6625.04%-6623.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $199 | $1,544-87.1% | $2,266-91.2% | $1,882-89.4% |
| Participant deferral / active EE | $1,719 | $2,950-41.7% | $3,560-51.7% | $3,022-43.1% |
| Admin fee / account holder | $83 | $527-84.1% | $4,821-98.3% | $592-85.9% |