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 FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $19,546 |
PENSYS, INC.4 years Filed as: PENSYS INC Service code 13 · EIN 68-0348235 3000 LAVA RIDGE COURT SUITE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $2,443 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $707 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,688 | $73,638-27.1% | $95,952-44.0% | $73,488-26.9% |
| Participation rate | 61.3% | 76.2%-14.8pp | 77.1%-15.7pp | 70.7%-9.3pp |
| Annual return | 3.35% | 16.78%-13.4pp | 91.61%-88.3pp | 28.51%-25.2pp |
| Employer contribution / active EE | $1,776 | $1,863-4.7% | $2,541-30.1% | $2,270-21.7% |
| Participant deferral / active EE | $2,273 | $3,617-37.2% | $4,167-45.4% | $3,740-39.2% |
| Admin fee / account holder | $62 | $482-87.2% | $6,795-99.1% | $513-88.0% |