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 | $154,463 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $66,971 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $273 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,913 | $72,770+71.7% | $67,652+84.6% | $55,191+126.3% |
| Participation rate | 97.4% | 78.8%+18.6pp | 75.7%+21.7pp | 69.2%+28.2pp |
| Annual return | -1.01% | -3.26%+2.3pp | 6625.04%-6626.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $5,549 | $1,769+213.6% | $2,266+144.9% | $1,899+192.3% |
| Participant deferral / active EE | $5,297 | $3,408+55.4% | $3,560+48.8% | $3,046+73.9% |
| Admin fee / account holder | $618 | $79+683.6% | $4,821-87.2% | $91+580.3% |