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 FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $25,089 |
PENSYS, INC.5 years Filed as: PENSYS INC Service code 13 · EIN 68-0348235 3000 LAVA RIDGE COURT SUITE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $3,136 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,283 |
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 | $68,263 | $84,936-19.6% | $111,297-38.7% | $79,386-14.0% |
| Participation rate | 57.9% | 75.9%-18.0pp | 77.3%-19.4pp | 70.7%-12.8pp |
| Annual return | 27.00% | 17.45%+9.5pp | 54.65%-27.6pp | 116.85%-89.9pp |
| Employer contribution / active EE | $2,071 | $1,979+4.6% | $2,731-24.2% | $2,427-14.7% |
| Participant deferral / active EE | $2,634 | $3,888-32.3% | $4,487-41.3% | $4,046-34.9% |
| Admin fee / account holder | $74 | $537-86.1% | $7,964-99.1% | $626-88.1% |